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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.27M
3
+$2.08M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.74M
5
INTC icon
Intel
INTC
+$1.21M

Top Sells

1
+$1.94M
2
+$1.29M
3
+$510K
4
PSX icon
Phillips 66
PSX
+$375K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Technology 21.59%
2 Industrials 13.96%
3 Energy 12.64%
4 Healthcare 10.81%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
500
277
$7K 0.01%
4,000
+2,000
278
$7K 0.01%
5,000
279
$7K 0.01%
588
+294
280
$7K 0.01%
1,000
281
$6K ﹤0.01%
2,000
+1,000
282
$6K ﹤0.01%
250
283
$6K ﹤0.01%
36
284
$6K ﹤0.01%
100
285
$6K ﹤0.01%
61
286
$6K ﹤0.01%
250
287
$6K ﹤0.01%
+2,000
288
$6K ﹤0.01%
31
289
$6K ﹤0.01%
1,500
290
$5K ﹤0.01%
97
291
$5K ﹤0.01%
4,970
292
$5K ﹤0.01%
100
293
$5K ﹤0.01%
1,200
294
$5K ﹤0.01%
1,370
+1,000
295
$5K ﹤0.01%
60
296
$5K ﹤0.01%
300
297
$5K ﹤0.01%
46
+2
298
$5K ﹤0.01%
333
299
$5K ﹤0.01%
500
300
$5K ﹤0.01%
1,000
10 11
12
13 14