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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.05M
3
+$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1
+$203K
2
+$180K
3
+$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.4K 0.01%
600
277
$12.2K 0.01%
1,500
278
$12.2K 0.01%
200
279
$11.8K 0.01%
+300
280
$11.8K 0.01%
+600
281
$11.7K 0.01%
66
282
$11.5K 0.01%
100
283
$11.5K 0.01%
7,000
284
$11.2K 0.01%
89
285
$11K 0.01%
87
286
$11K 0.01%
93
-150
287
$11K 0.01%
4,000
288
$11K 0.01%
+600
289
$10.7K 0.01%
2,000
290
$10.7K 0.01%
+200
291
$10.7K 0.01%
+800
292
$10.4K 0.01%
+250
293
$10.3K 0.01%
5,000
294
$9.9K 0.01%
1,000
295
$9.9K 0.01%
200
296
$9.87K 0.01%
800
297
$9.62K 0.01%
1,600
298
$9.59K 0.01%
+300
299
$9.43K 0.01%
14,000
300
$8.99K ﹤0.01%
+1,000
10 11
12
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