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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$407K
3
+$44.6K
4
TGT icon
Target
TGT
+$30.4K
5
IAU icon
iShares Gold Trust
IAU
+$24.3K

Top Sells

1
+$595K
2
+$545K
3
+$397K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$322K
5
AAPL icon
Apple
AAPL
+$257K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
33
302
$1K ﹤0.01%
218
303
$1K ﹤0.01%
33
+1
304
$1K ﹤0.01%
+15
305
$1K ﹤0.01%
6
306
$1K ﹤0.01%
20
307
$1K ﹤0.01%
5
308
$1K ﹤0.01%
23
309
– –
-125
310
$0 ﹤0.01%
6
311
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312
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313
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-5,000
314
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$0 ﹤0.01%
4
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2
321
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$0 ﹤0.01%
9
+1
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-100
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$0 ﹤0.01%
4
10 11 12
13
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