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
$137M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$464K
3
+$202K
4
VLO icon
Valero Energy
VLO
+$106K
5
APD icon
Air Products & Chemicals
APD
+$96.8K

Top Sells

1
+$352K
2
+$338K
3
+$268K
4
JPM icon
JPMorgan Chase
JPM
+$159K
5
T icon
AT&T
T
+$156K

Sector Composition

1 Technology 17.76%
2 Industrials 15.01%
3 Healthcare 11.92%
4 Energy 11.85%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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-3,020
404
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-7
405
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-157
406
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-358
407
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-429
408
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-2,000
409
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-400
410
– –
-181
411
– –
-37
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