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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.05M
3
+$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1
+$203K
2
+$180K
3
+$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$587 ﹤0.01%
5
377
$527 ﹤0.01%
+4
378
$524 ﹤0.01%
10
379
$518 ﹤0.01%
16
380
$516 ﹤0.01%
12
381
$516 ﹤0.01%
7
382
$449 ﹤0.01%
20
383
$412 ﹤0.01%
50
384
$405 ﹤0.01%
8
385
$364 ﹤0.01%
5
386
$342 ﹤0.01%
5
387
$290 ﹤0.01%
8
388
$277 ﹤0.01%
5
389
$235 ﹤0.01%
4
390
$209 ﹤0.01%
3
391
$154 ﹤0.01%
+40
392
$103 ﹤0.01%
2
393
$31 ﹤0.01%
2
394
$18 ﹤0.01%
+3
395
$11 ﹤0.01%
1
396
$9 ﹤0.01%
+5
397
– –
-1,270
398
– –
-800
399
– –
-46
400
– –
-1,093
13 14 15
16
17