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
126
$57.7K 0.03%
1,015
127
$56.3K 0.03%
14,000
128
$56.3K 0.03%
2,500
129
$56.2K 0.03%
735
130
$55.9K 0.03%
300
131
$55.2K 0.03%
1,040
132
$55.1K 0.03%
770
133
$53.5K 0.03%
384
134
$53.3K 0.03%
180
135
$51.7K 0.03%
710
136
$50.5K 0.03%
450
137
$50.1K 0.03%
500
138
$49.4K 0.03%
200
139
$49.1K 0.03%
1,800
140
$49K 0.03%
250
141
$48.6K 0.03%
2,224
142
$48.2K 0.03%
5,000
143
$47.6K 0.03%
4,000
144
$46.7K 0.02%
600
145
$46.2K 0.02%
75
146
$45.6K 0.02%
1,429
+2
147
$45.5K 0.02%
406
148
$45K 0.02%
1,200
149
$44.8K 0.02%
1,500
150
$44.6K 0.02%
608
4 5
6
7 8