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
26
$1.34M 0.71%
38,992
+80
27
$830K 0.44%
3,848
-66
28
$773K 0.41%
3,521
+151
29
$759K 0.4%
1,637
+51
30
$687K 0.36%
2,443
-75
31
$582K 0.31%
3,166
32
$581K 0.31%
8,763
33
$567K 0.3%
1,400
-1
34
$504K 0.27%
3,590
-140
35
$469K 0.25%
1,866
36
$467K 0.25%
2,459
+1
37
$448K 0.24%
2,630
38
$436K 0.23%
4,230
-1,479
39
$424K 0.22%
458
40
$394K 0.21%
4,697
41
$385K 0.2%
1,585
42
$377K 0.2%
14,800
+95
43
$360K 0.19%
1,092
+882
44
$351K 0.19%
3,680
45
$349K 0.19%
695
+50
46
$339K 0.18%
2,206
47
$336K 0.18%
590
48
$324K 0.17%
1,150
49
$316K 0.17%
10,122
+1
50
$254K 0.13%
1,804
+16
1
2
3 4 5