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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
152
277
$13K 0.01%
19
278
$13K 0.01%
259
279
$13K 0.01%
625
280
$13K 0.01%
1,000
281
$13K 0.01%
173
+2
282
$13K 0.01%
2,000
283
$12K 0.01%
1,011
284
$12K 0.01%
900
285
$12K 0.01%
66
286
$12K 0.01%
350
287
$12K 0.01%
101
288
$12K 0.01%
53
289
$12K 0.01%
4,000
290
$11K 0.01%
29
291
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1,000
292
$11K 0.01%
50
293
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1,000
294
$11K 0.01%
150
295
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323
296
$11K 0.01%
1,000
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297
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298
$11K 0.01%
45
299
$10K 0.01%
3,000
300
$10K 0.01%
300
10 11
12
13 14