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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$76.2K
2
+$52.4K
3
+$40.8K
4
IYW icon
iShares US Technology ETF
IYW
+$37.8K
5
HES
Hess
HES
+$29.3K

Top Sells

1
+$781K
2
+$450K
3
+$273K
4
ADBE icon
Adobe
ADBE
+$190K
5
EMR icon
Emerson Electric
EMR
+$146K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-900
402
– –
-1,000
403
– –
-2,000
404
– –
-1,600
405
– –
-68
406
– –
-91
407
– –
-259
408
– –
-194
409
– –
-200
410
– –
-44
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