FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
218
327
$5K ﹤0.01%
1,500
328
$5K ﹤0.01%
2,000
329
$5K ﹤0.01%
370
330
$5K ﹤0.01%
44
331
$5K ﹤0.01%
77
332
$4K ﹤0.01%
60
333
$4K ﹤0.01%
107
334
$4K ﹤0.01%
22,000
+8,000
335
$4K ﹤0.01%
300
-102
336
$4K ﹤0.01%
20
337
$4K ﹤0.01%
1,000
338
$4K ﹤0.01%
170
339
$4K ﹤0.01%
132
340
$4K ﹤0.01%
+1,000
341
$4K ﹤0.01%
3,000
+1,000
342
$3K ﹤0.01%
6
343
$3K ﹤0.01%
50
344
$3K ﹤0.01%
175
345
$3K ﹤0.01%
24
346
$3K ﹤0.01%
112
347
$3K ﹤0.01%
200
348
$3K ﹤0.01%
1,000
349
$2K ﹤0.01%
94
350
$2K ﹤0.01%
200
12 13
14
15 16