FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
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
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

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%
12,000
302
$8K 0.01%
118
303
$8K 0.01%
300
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%
2,000
313
$6K 0.01%
+500
314
$6K 0.01%
750
315
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100
316
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45
317
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200
318
$6K 0.01%
256
319
$6K 0.01%
667
+134
320
$5K ﹤0.01%
150
321
$5K ﹤0.01%
36
322
$5K ﹤0.01%
+1,000
323
$5K ﹤0.01%
40
324
$5K ﹤0.01%
35
325
$5K ﹤0.01%
120
11 12
13
14 15