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
326
$5.3K ﹤0.01%
95
327
$5.24K ﹤0.01%
2,000
328
$5.18K ﹤0.01%
1,000
329
$5.15K ﹤0.01%
13
330
$5.08K ﹤0.01%
77
331
$4.97K ﹤0.01%
500
332
$4.71K ﹤0.01%
3,000
333
$4.46K ﹤0.01%
83
334
$3.88K ﹤0.01%
27
335
$3.54K ﹤0.01%
100
336
$3.19K ﹤0.01%
100
337
$3.1K ﹤0.01%
10
338
$2.88K ﹤0.01%
84
339
$2.73K ﹤0.01%
12
340
$2.66K ﹤0.01%
375
341
$2.58K ﹤0.01%
23
342
$2.47K ﹤0.01%
30
343
$2.46K ﹤0.01%
12
344
$2.46K ﹤0.01%
69
345
$2.39K ﹤0.01%
33
346
$2.38K ﹤0.01%
25
347
$2.33K ﹤0.01%
24
+1
348
$2.1K ﹤0.01%
33
349
$2.04K ﹤0.01%
125
350
$2.03K ﹤0.01%
20
12 13
14
15 16