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
326
$7K 0.01%
300
-100
327
$7K 0.01%
122
328
$7K 0.01%
21
-48
329
$6K ﹤0.01%
150
330
$6K ﹤0.01%
1,000
331
$6K ﹤0.01%
520
332
$6K ﹤0.01%
2,000
+1,000
333
$6K ﹤0.01%
200
334
$6K ﹤0.01%
284
335
$6K ﹤0.01%
83
336
$6K ﹤0.01%
46
337
$6K ﹤0.01%
800
338
$6K ﹤0.01%
1,000
339
$6K ﹤0.01%
47
340
$5K ﹤0.01%
112
341
$4K ﹤0.01%
35
342
$4K ﹤0.01%
230
343
$4K ﹤0.01%
100
344
$4K ﹤0.01%
42
345
$4K ﹤0.01%
300
346
$3K ﹤0.01%
218
347
$3K ﹤0.01%
24
348
$3K ﹤0.01%
53
349
$3K ﹤0.01%
10
350
$3K ﹤0.01%
100
-33
12 13
14
15 16