FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$362K
4
ENB icon
Enbridge
ENB
+$355K
5
CVX icon
Chevron
CVX
+$120K

Top Sells

1
+$1.77M
2
+$890K
3
+$241K
4
BA icon
Boeing
BA
+$186K
5
PG icon
Procter & Gamble
PG
+$141K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K 0.01%
667
302
$8K 0.01%
600
303
$8K 0.01%
12,000
304
$8K 0.01%
282
305
$7K 0.01%
100
306
$7K 0.01%
2,000
307
$7K 0.01%
64
+1
308
$7K 0.01%
50
309
$7K 0.01%
1,000
310
$7K 0.01%
31
311
$6K 0.01%
+25
312
$6K 0.01%
750
313
$6K 0.01%
100
314
$6K 0.01%
45
315
$6K 0.01%
200
316
$6K 0.01%
2,000
317
$6K 0.01%
256
318
$6K 0.01%
+500
319
$6K 0.01%
667
+134
320
$5K ﹤0.01%
40
321
$5K ﹤0.01%
35
322
$5K ﹤0.01%
120
323
$5K ﹤0.01%
218
324
$5K ﹤0.01%
1,500
325
$5K ﹤0.01%
2,000
11 12
13
14 15