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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.1%
4,383
-6,375
77
$129K 0.1%
1,150
78
$128K 0.1%
1,312
+1
79
$120K 0.09%
1,479
80
$120K 0.09%
1,093
81
$118K 0.09%
1,073
82
$117K 0.09%
1,828
83
$114K 0.09%
619
84
$110K 0.08%
2,200
85
$108K 0.08%
521
86
$102K 0.08%
4,800
+300
87
$99K 0.07%
650
88
$97K 0.07%
2,218
89
$94K 0.07%
275
90
$93K 0.07%
1,093
+8
91
$90K 0.07%
888
92
$89K 0.07%
5,300
93
$88K 0.07%
1,673
+6
94
$87K 0.07%
2,222
95
$87K 0.07%
1,012
-100
96
$86K 0.06%
200
97
$86K 0.06%
2,500
98
$82K 0.06%
1,000
99
$81K 0.06%
800
-400
100
$80K 0.06%
3,200
2 3
4
5 6