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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
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.1M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$356K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$220K

Top Sells

1
+$2.82M
2
+$2.4M
3
+$1.8M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
ADBE icon
Adobe
ADBE
+$860K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
38
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302
– –
-10,000
303
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-1,500
304
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-3,000
305
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306
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-7,000
307
$0 ﹤0.01%
5
308
$0 ﹤0.01%
+6
309
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310
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312
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313
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314
$0 ﹤0.01%
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315
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10
320
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$0 ﹤0.01%
+17
10 11 12
13
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