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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.54M
3
+$1.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$59.7K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$49.3K

Top Sells

1
+$1.06M
2
+$194K
3
+$123K
4
MSFT icon
Microsoft
MSFT
+$101K
5
IRM icon
Iron Mountain
IRM
+$98K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.4K 0.01%
80
252
$15.3K 0.01%
593
-145
253
$15.2K 0.01%
29
254
$15K 0.01%
900
255
$14.9K 0.01%
173
256
$14.6K 0.01%
110
257
$14.2K 0.01%
+200
258
$14.2K 0.01%
500
259
$14.1K 0.01%
300
260
$13.9K 0.01%
66
261
$13.8K 0.01%
5,000
262
$13.8K 0.01%
3,000
263
$13.6K 0.01%
140
264
$13.3K 0.01%
306
-628
265
$12.6K 0.01%
2,000
266
$12.4K 0.01%
+200
267
$12.2K 0.01%
323
268
$12.1K 0.01%
36
269
$12.1K 0.01%
10,000
270
$12.1K 0.01%
5,000
271
$12K 0.01%
1,011
272
$11.9K 0.01%
1,000
273
$11.9K 0.01%
1,000
274
$11.9K 0.01%
170
275
$11.8K 0.01%
8,000
9 10
11
12 13