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
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.1M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$356K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$220K

Top Sells

1
+$2.82M
2
+$2.4M
3
+$1.8M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
ADBE icon
Adobe
ADBE
+$860K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
46
277
$4K ﹤0.01%
100
278
$4K ﹤0.01%
4,970
279
$4K ﹤0.01%
2,000
280
$4K ﹤0.01%
118
281
$4K ﹤0.01%
1,000
282
$4K ﹤0.01%
2,000
+1,000
283
$3K ﹤0.01%
455
284
$3K ﹤0.01%
114
285
$3K ﹤0.01%
300
286
$3K ﹤0.01%
500
287
$3K ﹤0.01%
100
288
$3K ﹤0.01%
250
289
$3K ﹤0.01%
2,000
290
$3K ﹤0.01%
148
291
$3K ﹤0.01%
97
292
$3K ﹤0.01%
232
293
$3K ﹤0.01%
1,000
294
$2K ﹤0.01%
+5
295
$2K ﹤0.01%
2,500
296
$2K ﹤0.01%
112
297
$2K ﹤0.01%
20
298
$1K ﹤0.01%
38
+24
299
$1K ﹤0.01%
250
300
$1K ﹤0.01%
218
10 11
12
13 14