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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.63M
3
+$3.58M
4
QCOM icon
Qualcomm
QCOM
+$3.26M
5
CVX icon
Chevron
CVX
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K 0.01%
+3,000
327
$7K 0.01%
+1,000
328
$7K 0.01%
+6
329
$7K 0.01%
+267
330
$6K 0.01%
+120
331
$6K 0.01%
+50
332
$6K 0.01%
+2,000
333
$6K 0.01%
+282
334
$6K 0.01%
+6,000
335
$6K 0.01%
+506
336
$6K 0.01%
+153
337
$6K 0.01%
+750
338
$6K 0.01%
+100
339
$6K 0.01%
+155
340
$6K 0.01%
+250
341
$6K 0.01%
+600
342
$5K ﹤0.01%
+3,000
343
$5K ﹤0.01%
+150
344
$5K ﹤0.01%
+1,000
345
$5K ﹤0.01%
+100
346
$5K ﹤0.01%
+45
347
$5K ﹤0.01%
+333
348
$5K ﹤0.01%
+200
349
$5K ﹤0.01%
+170
350
$5K ﹤0.01%
+35
12 13
14
15 16