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
101
$78K 0.06%
1,550
102
$75K 0.06%
750
-200
103
$74K 0.06%
1,814
+10
104
$74K 0.06%
597
105
$72K 0.05%
6,175
-1,620
106
$72K 0.05%
1,000
107
$70K 0.05%
664
108
$70K 0.05%
1,400
109
$68K 0.05%
7,200
110
$67K 0.05%
1,139
111
$64K 0.05%
4,000
+500
112
$63K 0.05%
550
113
$62K 0.05%
1,212
114
$62K 0.05%
553
+3
115
$62K 0.05%
2,000
116
$61K 0.05%
1,800
117
$59K 0.04%
500
118
$58K 0.04%
1,300
119
$57K 0.04%
486
+3
120
$57K 0.04%
5,000
121
$55K 0.04%
970
122
$55K 0.04%
430
123
$55K 0.04%
12,000
124
$54K 0.04%
1,190
-750
125
$54K 0.04%
10,300
3 4
5
6 7