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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
$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
376
$1K ﹤0.01%
12
377
$1K ﹤0.01%
100
378
$1K ﹤0.01%
98
379
$1K ﹤0.01%
+15
380
$1K ﹤0.01%
79
381
$1K ﹤0.01%
11
382
$1K ﹤0.01%
70
+62
383
$1K ﹤0.01%
71
384
$1K ﹤0.01%
2,000
385
– –
-47
386
$0 ﹤0.01%
5
387
$0 ﹤0.01%
6
388
$0 ﹤0.01%
3
389
$0 ﹤0.01%
+7
390
$0 ﹤0.01%
1
391
$0 ﹤0.01%
50
392
– –
-221
393
– –
-50
394
– –
-150
395
– –
-218
396
– –
-300
397
$0 ﹤0.01%
20
398
$0 ﹤0.01%
4
399
$0 ﹤0.01%
5
400
$0 ﹤0.01%
9
13 14 15
16
17