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
351
$2.02K ﹤0.01%
22
352
$2.02K ﹤0.01%
48
353
$1.92K ﹤0.01%
37
354
$1.91K ﹤0.01%
+75
355
$1.9K ﹤0.01%
21
356
$1.87K ﹤0.01%
37
357
$1.66K ﹤0.01%
42
358
$1.39K ﹤0.01%
28
359
$1.36K ﹤0.01%
2,000
360
$1.33K ﹤0.01%
25
361
$1.21K ﹤0.01%
47
362
$1.15K ﹤0.01%
50
363
$1.14K ﹤0.01%
175
364
$1.09K ﹤0.01%
20
365
$1.03K ﹤0.01%
80
366
$994 ﹤0.01%
47
+1
367
$945 ﹤0.01%
35
368
$929 ﹤0.01%
39
369
$898 ﹤0.01%
26
370
$881 ﹤0.01%
6
371
$781 ﹤0.01%
+40
372
$779 ﹤0.01%
5
373
$763 ﹤0.01%
250
374
$594 ﹤0.01%
50
375
$589 ﹤0.01%
9
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16 17