FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-2
377
– –
-23
378
– –
-1
379
– –
-190
380
– –
-700
381
– –
-1
382
– –
-1
383
– –
-2
384
– –
-1
385
– –
-7
386
– –
0
387
– –
-500
388
– –
-3
389
– –
-1
390
– –
-2
391
– –
-1
392
– –
-3
393
– –
-2
394
– –
-2
395
– –
-1
396
– –
-1
397
– –
-1
398
– –
-1
399
– –
-24
400
– –
-4,700
14 15
16
17 18