FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.07%
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
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

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
351
$5K ﹤0.01%
+31
352
$5K ﹤0.01%
+77
353
$4K ﹤0.01%
+120
354
$4K ﹤0.01%
+25
355
$4K ﹤0.01%
+60
356
$4K ﹤0.01%
+40
357
$4K ﹤0.01%
+35
358
$4K ﹤0.01%
+218
359
$4K ﹤0.01%
+30
360
$4K ﹤0.01%
+60
361
$4K ﹤0.01%
+35
362
$4K ﹤0.01%
+40
363
$4K ﹤0.01%
+36
364
$4K ﹤0.01%
+120
365
$4K ﹤0.01%
+80
366
$4K ﹤0.01%
+7,000
367
$3K ﹤0.01%
+30
368
$3K ﹤0.01%
+25
369
$3K ﹤0.01%
+20
370
$3K ﹤0.01%
+53
371
$3K ﹤0.01%
+400
372
$3K ﹤0.01%
+50
373
$2K ﹤0.01%
+100
374
$2K ﹤0.01%
+102
375
$2K ﹤0.01%
+15
12 13 14
15
16