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
51
$251K 0.13%
3,444
52
$246K 0.13%
850
53
$240K 0.13%
302
54
$237K 0.13%
532
55
$232K 0.12%
4,500
56
$205K 0.11%
1,007
57
$205K 0.11%
600
58
$202K 0.11%
2,500
59
$194K 0.1%
1,040
+50
60
$176K 0.09%
1,775
61
$162K 0.09%
1,350
62
$157K 0.08%
1,888
63
$155K 0.08%
1,944
64
$155K 0.08%
455
65
$150K 0.08%
1,250
66
$145K 0.08%
1,270
-18
67
$144K 0.08%
395
68
$139K 0.07%
403
+53
69
$134K 0.07%
800
-200
70
$128K 0.07%
360
71
$125K 0.07%
607
72
$124K 0.07%
634
73
$115K 0.06%
409
74
$114K 0.06%
2,556
+4
75
$114K 0.06%
580
1 2
3
4 5