FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.04%
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
+$2.15M
2
+$2.06M
3
+$362K
4
ENB icon
Enbridge
ENB
+$355K
5
CVX icon
Chevron
CVX
+$120K

Top Sells

1
+$1.77M
2
+$890K
3
+$241K
4
BA icon
Boeing
BA
+$186K
5
PG icon
Procter & Gamble
PG
+$141K

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%
165
280
$11K 0.01%
1,000
281
$11K 0.01%
+500
282
$11K 0.01%
500
283
$11K 0.01%
10,000
+2,000
284
$11K 0.01%
850
285
$10K 0.01%
537
286
$10K 0.01%
6,000
287
$10K 0.01%
1,600
288
$10K 0.01%
400
289
$10K 0.01%
500
290
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1,000
291
$10K 0.01%
4
292
$9K 0.01%
610
293
$9K 0.01%
250
294
$9K 0.01%
162
-450
295
$9K 0.01%
340
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296
$9K 0.01%
240
297
$9K 0.01%
1,000
298
$8K 0.01%
118
299
$8K 0.01%
300
300
$8K 0.01%
500
10 11
12
13 14