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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.99M
3
+$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CMCSA icon
Comcast
CMCSA
+$423K

Top Sells

1
+$2.51M
2
+$1.57M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.39M
5
LOW icon
Lowe's Companies
LOW
+$1.18M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K 0.01%
225
302
$11K 0.01%
50
303
$10K 0.01%
+62
304
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3,000
305
$10K 0.01%
+26
306
$10K 0.01%
+250
307
$10K 0.01%
+99
308
$10K 0.01%
45
309
$10K 0.01%
+2,500
310
$10K 0.01%
+53
311
$10K 0.01%
+218
312
$10K 0.01%
1,000
313
$10K 0.01%
+319
314
$9K 0.01%
+34
315
$9K 0.01%
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316
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979
317
$9K 0.01%
323
318
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3,000
319
$9K 0.01%
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320
$9K 0.01%
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321
$9K 0.01%
133
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322
$9K 0.01%
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323
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324
$9K 0.01%
+3,000
325
$9K 0.01%
+200
11 12
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