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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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$692K
3
+$651K
4
CVX icon
Chevron
CVX
+$644K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$598K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$317K
4
MSFT icon
Microsoft
MSFT
+$307K
5
OXY icon
Occidental Petroleum
OXY
+$193K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
20
302
$3K ﹤0.01%
2,500
303
$3K ﹤0.01%
112
304
$3K ﹤0.01%
1,000
305
$2K ﹤0.01%
30
306
$2K ﹤0.01%
3,000
-2,333
307
$2K ﹤0.01%
2,857
308
$2K ﹤0.01%
4
309
$1K ﹤0.01%
218
310
$1K ﹤0.01%
10
311
$1K ﹤0.01%
722
312
– –
-11,740
313
– –
-450
314
$0 ﹤0.01%
+5
315
$0 ﹤0.01%
+3
316
– –
-16,793
317
– –
-500
318
– –
-500
319
$0 ﹤0.01%
2
320
– –
-1,800
321
– –
-1,000
322
$0 ﹤0.01%
+4
323
$0 ﹤0.01%
17
324
– –
-132
325
– –
-85
10 11 12
13
14