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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.08M
3
+$597K
4
LMT icon
Lockheed Martin
LMT
+$291K
5
CSCO icon
Cisco
CSCO
+$221K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$1.05M
4
T icon
AT&T
T
+$1.03M
5
PEP icon
PepsiCo
PEP
+$1M

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36K 0.02%
620
152
$35K 0.02%
12,000
153
$34K 0.02%
425
154
$34K 0.02%
1,800
-500
155
$34K 0.02%
270
156
$33K 0.02%
1,600
157
$33K 0.02%
500
+100
158
$33K 0.02%
1,500
159
$32K 0.02%
125
160
$32K 0.02%
612
161
$32K 0.02%
+159
162
$32K 0.02%
863
+1
163
$32K 0.02%
2,500
164
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1,300
165
$31K 0.02%
250
166
$31K 0.02%
900
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167
$31K 0.02%
2,000
168
$30K 0.02%
1,000
169
$30K 0.02%
2,000
170
$30K 0.02%
270
171
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1,500
172
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509
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173
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1,500
174
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+400
175
$28K 0.02%
1,500
+500
5 6
7
8 9