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
76
$112K 0.06%
2,222
77
$109K 0.06%
5,000
78
$108K 0.06%
1,126
79
$108K 0.06%
1,465
80
$103K 0.05%
405
-41
81
$102K 0.05%
726
82
$102K 0.05%
1,000
-400
83
$99.7K 0.05%
200
84
$95.7K 0.05%
550
85
$95.3K 0.05%
1,800
86
$94K 0.05%
2,800
87
$93.8K 0.05%
843
88
$91.8K 0.05%
4,000
89
$90.7K 0.05%
1,326
-90
90
$90.5K 0.05%
5,272
91
$90.1K 0.05%
812
92
$88.5K 0.05%
2,500
93
$88.2K 0.05%
933
94
$85.9K 0.05%
180
95
$83.6K 0.04%
1,281
+1
96
$83K 0.04%
250
97
$80.8K 0.04%
900
98
$80.4K 0.04%
673
99
$78.4K 0.04%
128
100
$77.6K 0.04%
770
2 3
4
5 6