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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.63M
3
+$3.58M
4
QCOM icon
Qualcomm
QCOM
+$3.26M
5
CVX icon
Chevron
CVX
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K 0.01%
+4,000
277
$11K 0.01%
+100
278
$11K 0.01%
+1,555
279
$11K 0.01%
+143
280
$11K 0.01%
+2,526
281
$11K 0.01%
+800
282
$11K 0.01%
+1,000
283
$11K 0.01%
+537
284
$11K 0.01%
+132
285
$11K 0.01%
+500
286
$11K 0.01%
+4
287
$10K 0.01%
+700
288
$10K 0.01%
+1,500
289
$10K 0.01%
+1,500
290
$10K 0.01%
+500
291
$10K 0.01%
+200
292
$10K 0.01%
+500
293
$10K 0.01%
+200
294
$10K 0.01%
+165
295
$10K 0.01%
+75
296
$10K 0.01%
+1,500
297
$10K 0.01%
+5,000
298
$9K 0.01%
+750
299
$9K 0.01%
+445
300
$9K 0.01%
+100
10 11
12
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