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
101
$76K 0.04%
1,250
102
$75.5K 0.04%
350
103
$74.2K 0.04%
101
104
$73.9K 0.04%
8,300
105
$72.6K 0.04%
700
106
$71.8K 0.04%
1,332
+1
107
$70.3K 0.04%
3,000
-2,000
108
$68.7K 0.04%
1,540
109
$68.5K 0.04%
1,570
110
$67.7K 0.04%
1,500
+300
111
$67.2K 0.04%
259
112
$67.1K 0.04%
+1,000
113
$65.4K 0.03%
430
114
$64.6K 0.03%
600
115
$63.6K 0.03%
6,500
116
$63.3K 0.03%
5,000
117
$62.6K 0.03%
5,500
118
$62.3K 0.03%
57,200
+13,000
119
$61.5K 0.03%
379
120
$61K 0.03%
5,000
121
$59.6K 0.03%
2,000
122
$58.7K 0.03%
550
123
$58.5K 0.03%
5,000
124
$57.8K 0.03%
400
125
$57.7K 0.03%
2,005
3 4
5
6 7