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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$692K
3
+$651K
4
CVX icon
Chevron
CVX
+$644K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$598K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$317K
4
MSFT icon
Microsoft
MSFT
+$307K
5
OXY icon
Occidental Petroleum
OXY
+$193K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
1,370
277
$7K 0.01%
60
278
$7K 0.01%
31
279
$7K 0.01%
1,500
280
$7K 0.01%
150
281
$6K ﹤0.01%
2,000
282
$6K ﹤0.01%
232
283
$6K ﹤0.01%
250
284
$6K ﹤0.01%
36
285
$6K ﹤0.01%
100
286
$6K ﹤0.01%
250
287
$6K ﹤0.01%
300
288
$6K ﹤0.01%
114
+57
289
$6K ﹤0.01%
1,000
290
$6K ﹤0.01%
500
291
$6K ﹤0.01%
1,000
292
$5K ﹤0.01%
2,000
293
$5K ﹤0.01%
97
294
$5K ﹤0.01%
294
-294
295
$5K ﹤0.01%
333
296
$5K ﹤0.01%
46
297
$5K ﹤0.01%
+221
298
$5K ﹤0.01%
100
299
$4K ﹤0.01%
4,970
300
$4K ﹤0.01%
148
10 11
12
13 14