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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K 0.01%
374
+6
302
$10K 0.01%
225
303
$10K 0.01%
261
304
$10K 0.01%
4,000
305
$10K 0.01%
319
306
$10K 0.01%
1,000
307
$9K 0.01%
65
308
$9K 0.01%
8,000
309
$9K 0.01%
250
310
$9K 0.01%
1,177
311
$8K 0.01%
979
312
$8K 0.01%
62
313
$8K 0.01%
+3,000
314
$8K 0.01%
200
315
$8K 0.01%
91
316
$8K 0.01%
36
317
$8K 0.01%
1,000
318
$8K 0.01%
82
319
$8K 0.01%
80
320
$8K 0.01%
152
321
$7K 0.01%
232
322
$7K 0.01%
133
323
$7K 0.01%
3,000
324
$7K 0.01%
60
325
$7K 0.01%
2,500
11 12
13
14 15