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
$155M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.4M
3
+$1.36M
4
MSFT icon
Microsoft
MSFT
+$652K
5
APD icon
Air Products & Chemicals
APD
+$189K

Top Sells

1
+$2.4M
2
+$1.21M
3
+$652K
4
MCD icon
McDonald's
MCD
+$641K
5
CMCSA icon
Comcast
CMCSA
+$396K

Sector Composition

1 Technology 21.62%
2 Energy 12.68%
3 Industrials 12.03%
4 Healthcare 10.08%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-100
377
– –
-20
378
– –
-341
379
– –
-375
380
– –
-50
381
– –
-374
382
– –
-200
383
– –
-39
384
– –
-1,000
12 13 14 15
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