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
101
$106K 0.09%
3,800
+200
102
$106K 0.09%
2,207
+60
103
$103K 0.09%
3,000
104
$102K 0.09%
708
105
$101K 0.09%
690
+30
106
$98K 0.08%
1,800
107
$97K 0.08%
+2,400
108
$95K 0.08%
809
+79
109
$95K 0.08%
1,357
110
$90K 0.08%
3,275
111
$88K 0.07%
1,500
+80
112
$86K 0.07%
500
113
$85K 0.07%
1,750
114
$77K 0.06%
1,050
115
$76K 0.06%
2,250
116
$75K 0.06%
1,396
+52
117
$75K 0.06%
555
118
$74K 0.06%
1,656
-1,150
119
$73K 0.06%
1,200
+100
120
$69K 0.06%
275
+25
121
$67K 0.06%
473
+54
122
$65K 0.05%
1,600
123
$59K 0.05%
2,145
124
$58K 0.05%
1,315
125
$57K 0.05%
1,026
+1
3 4
5
6 7