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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.54M
3
+$1.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$59.7K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$49.3K

Top Sells

1
+$1.06M
2
+$194K
3
+$123K
4
MSFT icon
Microsoft
MSFT
+$101K
5
IRM icon
Iron Mountain
IRM
+$98K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.15%
1,150
52
$219K 0.15%
1,172
-95
53
$213K 0.14%
1,763
+12
54
$198K 0.13%
1,300
+100
55
$193K 0.13%
3,202
+37
56
$188K 0.13%
653
57
$188K 0.13%
4,949
58
$181K 0.12%
365
-12
59
$176K 0.12%
984
60
$162K 0.11%
8,278
61
$158K 0.11%
1,288
-78
62
$148K 0.1%
2,000
63
$134K 0.09%
2,500
64
$130K 0.09%
3,200
65
$128K 0.09%
949
66
$126K 0.09%
302
67
$123K 0.08%
2,280
68
$122K 0.08%
335
69
$122K 0.08%
2,436
-304
70
$120K 0.08%
524
-74
71
$119K 0.08%
650
72
$118K 0.08%
1,000
-100
73
$117K 0.08%
1,389
74
$117K 0.08%
1,854
+54
75
$116K 0.08%
409
1 2
3
4 5