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
$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
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314
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29
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$0 ﹤0.01%
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