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
$131M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$168K
3
+$116K
4
VHT icon
Vanguard Health Care ETF
VHT
+$102K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$94.6K

Top Sells

1
+$2.29M
2
+$1.89M
3
+$1.87M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$654K
5
ORCL icon
Oracle
ORCL
+$418K

Sector Composition

1 Industrials 15.84%
2 Technology 15.17%
3 Healthcare 13.1%
4 Energy 12.13%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
230
352
$4K ﹤0.01%
100
353
$4K ﹤0.01%
42
354
$4K ﹤0.01%
1,000
355
$4K ﹤0.01%
1,000
356
$3K ﹤0.01%
25
+1
357
$3K ﹤0.01%
125
358
$3K ﹤0.01%
120
359
$3K ﹤0.01%
100
360
$3K ﹤0.01%
37
361
$2K ﹤0.01%
+192
362
$2K ﹤0.01%
45
363
$2K ﹤0.01%
45
364
$2K ﹤0.01%
666
365
$2K ﹤0.01%
70
366
$2K ﹤0.01%
20
367
$2K ﹤0.01%
76
368
$2K ﹤0.01%
7
369
$2K ﹤0.01%
39
370
$2K ﹤0.01%
1,000
371
$2K ﹤0.01%
1,600
372
$1K ﹤0.01%
33
373
$1K ﹤0.01%
+67
374
$1K ﹤0.01%
37
+1
375
$1K ﹤0.01%
46
+24
13 14
15
16 17