FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K 0.01%
143
277
$11K 0.01%
+500
278
$11K 0.01%
500
279
$11K 0.01%
500
280
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165
281
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1,000
282
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+500
283
$11K 0.01%
10,000
+2,000
284
$11K 0.01%
850
285
$10K 0.01%
6,000
286
$10K 0.01%
1,600
287
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537
288
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400
289
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500
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291
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4
292
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293
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294
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295
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296
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298
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500
299
$8K 0.01%
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300
$8K 0.01%
600
10 11
12
13 14