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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$1.05M
3 +$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1 +$203K
2 +$180K
3 +$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$17.4K 0.01%
410
252
$17.4K 0.01%
200
253
$17.1K 0.01%
1,400
254
$16.9K 0.01%
300
255
$16.9K 0.01%
36
256
$16.6K 0.01%
100
257
$16.6K 0.01%
2,000
258
$16.3K 0.01%
101
+1
259
$15.9K 0.01%
562
-2,085
260
$15.7K 0.01%
+400
261
$15.5K 0.01%
1,000
262
$15K 0.01%
350
263
$15K 0.01%
5,000
-15,000
264
$15K 0.01%
1,820
265
$14.7K 0.01%
593
266
$14.1K 0.01%
+150
267
$13.9K 0.01%
300
268
$13.8K 0.01%
600
269
$13.3K 0.01%
900
270
$13.2K 0.01%
230
271
$13.1K 0.01%
2,000
272
$13.1K 0.01%
1,000
273
$12.8K 0.01%
250
274
$12.6K 0.01%
+3,000
275
$12.5K 0.01%
400