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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.63M
3
+$3.58M
4
QCOM icon
Qualcomm
QCOM
+$3.26M
5
CVX icon
Chevron
CVX
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K 0.01%
+1,500
302
$9K 0.01%
+500
303
$9K 0.01%
+190
304
$9K 0.01%
+610
305
$9K 0.01%
+200
306
$9K 0.01%
+100
307
$9K 0.01%
+2,000
308
$9K 0.01%
+287
309
$9K 0.01%
+250
310
$9K 0.01%
+1,000
311
$8K 0.01%
+2,000
312
$8K 0.01%
+118
313
$8K 0.01%
+300
314
$8K 0.01%
+2,000
315
$8K 0.01%
+800
316
$8K 0.01%
+500
317
$8K 0.01%
+2,000
318
$8K 0.01%
+250
319
$8K 0.01%
+500
320
$8K 0.01%
+660
321
$8K 0.01%
+400
322
$7K 0.01%
+80
323
$7K 0.01%
+1,500
324
$7K 0.01%
+3,000
325
$7K 0.01%
+5,000
11 12
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