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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
$153M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.15M
3
+$650K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$301K
5
XOM icon
Exxon Mobil
XOM
+$196K

Top Sells

1
+$335K
2
+$332K
3
+$314K
4
KO icon
Coca-Cola
KO
+$188K
5
MSFT icon
Microsoft
MSFT
+$174K

Sector Composition

1 Technology 19.18%
2 Industrials 11.78%
3 Healthcare 9.6%
4 Consumer Discretionary 7.8%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
+17
302
$0 ﹤0.01%
+4
303
$0 ﹤0.01%
+5
304
$0 ﹤0.01%
+8
305
– –
-800
306
– –
-1,620
307
– –
-1,000
308
– –
-500
309
– –
-5
310
– –
-300
311
$0 ﹤0.01%
+5
312
$0 ﹤0.01%
+6
313
$0 ﹤0.01%
+3
314
– –
-3,500
315
$0 ﹤0.01%
+2
316
$0 ﹤0.01%
29
-7
317
– –
-10,000
9 10 11 12
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