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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$484K
3
+$479K
4
IBB icon
iShares Biotechnology ETF
IBB
+$191K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$67.8K

Top Sells

1
+$925K
2
+$774K
3
+$278K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$166K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30K 0.02%
4,000
+1,000
152
$29K 0.02%
400
153
$29K 0.02%
600
154
$28K 0.02%
820
155
$28K 0.02%
135
+10
156
$28K 0.02%
240
-52
157
$28K 0.02%
400
158
$27K 0.02%
10,000
+2,000
159
$27K 0.02%
300
160
$26K 0.02%
625
161
$26K 0.02%
3,600
-400
162
$25K 0.02%
250
163
$24K 0.02%
518
164
$23K 0.02%
2,000
165
$23K 0.02%
600
166
$23K 0.02%
600
167
$23K 0.02%
+500
168
$23K 0.02%
3,000
169
$22K 0.02%
10,000
+2,000
170
$22K 0.02%
225
171
$22K 0.02%
620
172
$22K 0.02%
4,000
173
$22K 0.02%
1
174
$21K 0.02%
6,000
175
$21K 0.02%
3,000
5 6
7
8 9