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
126
$57K 0.05%
300
127
$57K 0.05%
744
+4
128
$56K 0.05%
200
129
$56K 0.05%
610
130
$55K 0.05%
713
131
$54K 0.05%
800
132
$54K 0.05%
2,310
133
$54K 0.05%
988
134
$54K 0.05%
800
135
$52K 0.04%
4,000
+500
136
$51K 0.04%
5,600
-400
137
$50K 0.04%
867
138
$48K 0.04%
1,075
139
$47K 0.04%
4,000
140
$47K 0.04%
+2,600
141
$46K 0.04%
2,100
-80
142
$46K 0.04%
731
+1
143
$46K 0.04%
276
144
$44K 0.04%
1,672
145
$42K 0.04%
852
146
$41K 0.03%
611
+102
147
$41K 0.03%
400
148
$40K 0.03%
1,020
149
$40K 0.03%
2,500
150
$40K 0.03%
2,800
+900
4 5
6
7 8