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
351
$3K ﹤0.01%
125
352
$3K ﹤0.01%
120
353
$3K ﹤0.01%
100
354
$3K ﹤0.01%
1,600
-400
355
$3K ﹤0.01%
37
356
$2K ﹤0.01%
39
357
$2K ﹤0.01%
60
358
$2K ﹤0.01%
1,000
359
$2K ﹤0.01%
76
360
$2K ﹤0.01%
70
361
$2K ﹤0.01%
666
362
$2K ﹤0.01%
45
363
$2K ﹤0.01%
45
364
$1K ﹤0.01%
7
365
$1K ﹤0.01%
2,000
-1,000
366
$1K ﹤0.01%
71
-186
367
$1K ﹤0.01%
20
368
$1K ﹤0.01%
11
369
$1K ﹤0.01%
79
370
$1K ﹤0.01%
98
-160
371
$1K ﹤0.01%
12
+6
372
$1K ﹤0.01%
22
+12
373
$1K ﹤0.01%
36
+1
374
$1K ﹤0.01%
33
375
– –
-27
13 14
15
16 17