FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
1,000
252
$16K 0.01%
300
253
$16K 0.01%
85
254
$16K 0.01%
347
255
$16K 0.01%
71
256
$16K 0.01%
339
257
$15K 0.01%
400
258
$15K 0.01%
48
259
$15K 0.01%
5,952
260
$15K 0.01%
+300
261
$15K 0.01%
3,000
262
$15K 0.01%
1,000
263
$15K 0.01%
2,000
264
$15K 0.01%
+500
265
$15K 0.01%
3,000
266
$15K 0.01%
236
267
$15K 0.01%
1,000
268
$15K 0.01%
5,000
269
$14K 0.01%
300
270
$14K 0.01%
+300
271
$14K 0.01%
300
272
$14K 0.01%
500
273
$13K 0.01%
+2,000
274
$13K 0.01%
1,600
275
$13K 0.01%
3,000
9 10
11
12 13