FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.04%
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
+$4.37M
2
+$3.63M
3
+$3.58M
4
QCOM icon
Qualcomm
QCOM
+$3.26M
5
CVX icon
Chevron
CVX
+$3.04M

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
376
$2K ﹤0.01%
+112
377
$2K ﹤0.01%
+62
378
$2K ﹤0.01%
+100
379
$2K ﹤0.01%
+102
380
$1K ﹤0.01%
+100
381
$1K ﹤0.01%
+185
382
$1K ﹤0.01%
+300
12 13 14 15
16