FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
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
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

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
51
$500K 0.42%
15,902
+10,156
52
$477K 0.4%
7,381
-1,885
53
$453K 0.38%
4,720
54
$419K 0.35%
5,557
-1,321
55
$416K 0.35%
1,582
+4
56
$414K 0.35%
5,275
+280
57
$413K 0.35%
3,045
58
$401K 0.34%
1,662
59
$386K 0.33%
12,770
-770
60
$364K 0.31%
3,500
61
$353K 0.3%
5,860
62
$338K 0.28%
5,200
63
$329K 0.28%
13,420
+950
64
$318K 0.27%
4,250
65
$295K 0.25%
1,609
66
$267K 0.22%
12,400
67
$264K 0.22%
4,376
68
$234K 0.2%
2,220
69
$224K 0.19%
7,120
+240
70
$211K 0.18%
4,050
71
$208K 0.18%
2,431
-752
72
$204K 0.17%
5,400
-100
73
$202K 0.17%
1,155
-200
74
$192K 0.16%
2,300
75
$183K 0.15%
6,503
+1,000
1 2
3
4 5