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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.57M
3
+$8.4M
4
MSFT icon
Microsoft
MSFT
+$7.06M
5
ADBE icon
Adobe
ADBE
+$6.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
+112
277
$5K ﹤0.01%
+300
278
$5K ﹤0.01%
+46
279
$5K ﹤0.01%
+500
280
$4K ﹤0.01%
+200
281
$4K ﹤0.01%
+250
282
$4K ﹤0.01%
+114
283
$3K ﹤0.01%
+77
284
$3K ﹤0.01%
+250
285
$3K ﹤0.01%
+2,500
286
$1K ﹤0.01%
+29
287
$1K ﹤0.01%
+23
288
$1K ﹤0.01%
+19
289
$1K ﹤0.01%
+19
290
$1K ﹤0.01%
+33
291
$1K ﹤0.01%
+218
292
$0 ﹤0.01%
+2
293
$0 ﹤0.01%
+8
294
$0 ﹤0.01%
+5
295
$0 ﹤0.01%
+3
296
$0 ﹤0.01%
+6
297
$0 ﹤0.01%
+5
8 9 10 11
12