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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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.27M
3
+$2.08M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.74M
5
INTC icon
Intel
INTC
+$1.21M

Top Sells

1
+$1.94M
2
+$1.29M
3
+$510K
4
PSX icon
Phillips 66
PSX
+$375K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Technology 21.59%
2 Industrials 13.96%
3 Energy 12.64%
4 Healthcare 10.81%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-4,010
327
– –
-340
328
$0 ﹤0.01%
2
329
– –
-1,200
330
– –
-26
331
– –
-52
332
$0 ﹤0.01%
17
333
– –
-2,000
334
– –
-300
335
– –
-50
336
– –
-1,000
337
$0 ﹤0.01%
2,000
338
$0 ﹤0.01%
300
339
– –
-1,000
340
$0 ﹤0.01%
+14
10 11 12 13
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