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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.57M
3
+$8.4M
4
MSFT icon
Microsoft
MSFT
+$7.06M
5
ADBE icon
Adobe
ADBE
+$6.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30K 0.02%
+329
152
$30K 0.02%
+350
153
$30K 0.02%
+6,000
154
$30K 0.02%
+500
155
$29K 0.02%
+1,300
156
$29K 0.02%
+3,000
157
$28K 0.02%
+250
158
$28K 0.02%
+10,000
159
$27K 0.02%
+1,000
160
$27K 0.02%
+4,000
161
$27K 0.02%
+500
162
$27K 0.02%
+400
163
$26K 0.02%
+1,678
164
$26K 0.02%
+300
165
$26K 0.02%
+800
166
$26K 0.02%
+1,000
167
$26K 0.02%
+1,500
168
$26K 0.02%
+1,122
169
$26K 0.02%
+21,891
170
$25K 0.02%
+2,000
171
$25K 0.02%
+2,000
172
$25K 0.02%
+860
173
$24K 0.02%
+2,928
174
$24K 0.02%
+2,000
175
$24K 0.02%
+3,300
5 6
7
8 9