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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
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$362K
4
ENB icon
Enbridge
ENB
+$355K
5
CVX icon
Chevron
CVX
+$120K

Top Sells

1
+$1.77M
2
+$890K
3
+$241K
4
BA icon
Boeing
BA
+$186K
5
PG icon
Procter & Gamble
PG
+$141K

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
401
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-5
402
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-1
403
$0 ﹤0.01%
185
404
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-5
405
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-4
406
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-1
407
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-3
408
– –
-2
409
– –
-1
410
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-1
411
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-23
412
– –
-1
413
– –
-190
414
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-24
415
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-700
416
– –
-1
417
– –
-4,700
418
– –
-52
419
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-10
420
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421
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-12
422
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-12
423
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424
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425
– –
-70,770
14 15 16
17
18