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
401
$0 ﹤0.01%
5
402
$0 ﹤0.01%
20
403
$0 ﹤0.01%
+7
404
$0 ﹤0.01%
3
405
$0 ﹤0.01%
6
406
$0 ﹤0.01%
5
407
– –
-47
408
– –
-300
409
– –
-218
410
– –
-150
411
$0 ﹤0.01%
50
412
$0 ﹤0.01%
1
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