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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.05M
3
+$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1
+$203K
2
+$180K
3
+$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.84K ﹤0.01%
2,200
302
$8.58K ﹤0.01%
979
303
$8.46K ﹤0.01%
+500
304
$8.26K ﹤0.01%
1,000
305
$8.17K ﹤0.01%
200
306
$8.11K ﹤0.01%
112
307
$8.11K ﹤0.01%
100
308
$8.08K ﹤0.01%
65
309
$8.03K ﹤0.01%
46
-200
310
$8.03K ﹤0.01%
19
311
$7.88K ﹤0.01%
300
312
$7.74K ﹤0.01%
+100
313
$7.06K ﹤0.01%
1,177
314
$6.88K ﹤0.01%
152
315
$6.79K ﹤0.01%
73
316
$6.74K ﹤0.01%
76
317
$6.71K ﹤0.01%
141
+1
318
$6.7K ﹤0.01%
24
319
$6.58K ﹤0.01%
500
320
$6.36K ﹤0.01%
100
321
$6.17K ﹤0.01%
83
322
$5.82K ﹤0.01%
2,800
323
$5.63K ﹤0.01%
101
324
$5.51K ﹤0.01%
132
325
$5.34K ﹤0.01%
25
11 12
13
14 15