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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
376
$0 ﹤0.01%
1
377
$0 ﹤0.01%
5
378
$0 ﹤0.01%
6
379
$0 ﹤0.01%
3
380
$0 ﹤0.01%
20
381
$0 ﹤0.01%
2
382
$0 ﹤0.01%
5
383
$0 ﹤0.01%
17
-23
384
– –
-913
385
– –
-52
386
– –
-51
387
– –
-500
388
$0 ﹤0.01%
5
389
$0 ﹤0.01%
9
390
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-8,000
391
$0 ﹤0.01%
18
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392
$0 ﹤0.01%
4
393
– –
-127
394
– –
-35
395
– –
-108
396
$0 ﹤0.01%
8
-6
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$0 ﹤0.01%
8
398
– –
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399
– –
-128
400
$0 ﹤0.01%
2
-6
13 14 15
16
17