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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.08M
3
+$597K
4
LMT icon
Lockheed Martin
LMT
+$291K
5
CSCO icon
Cisco
CSCO
+$221K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$1.05M
4
T icon
AT&T
T
+$1.03M
5
PEP icon
PepsiCo
PEP
+$1M

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
32
+1
302
$1K ﹤0.01%
6
303
$1K ﹤0.01%
20
304
$1K ﹤0.01%
23
+6
305
– –
-7,000
306
– –
-9,280
307
$0 ﹤0.01%
50
308
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309
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311
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$0 ﹤0.01%
5
314
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6
315
$0 ﹤0.01%
3
316
– –
-800
317
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318
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319
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-500
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-780
321
$0 ﹤0.01%
4
322
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5
323
$0 ﹤0.01%
8
324
– –
-301
325
– –
-2,722
10 11 12
13
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