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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$407K
3
+$44.6K
4
TGT icon
Target
TGT
+$30.4K
5
IAU icon
iShares Gold Trust
IAU
+$24.3K

Top Sells

1
+$595K
2
+$545K
3
+$397K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$322K
5
AAPL icon
Apple
AAPL
+$257K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36K 0.02%
1,500
152
$36K 0.02%
406
-19
153
$36K 0.02%
612
154
$36K 0.02%
1,500
155
$35K 0.02%
2,000
156
$35K 0.02%
250
157
$35K 0.02%
1,600
158
$34K 0.02%
2,500
159
$34K 0.02%
864
+1
160
$34K 0.02%
506
-166
161
$32K 0.02%
270
162
$32K 0.02%
900
163
$31K 0.02%
130
164
$31K 0.02%
1,300
165
$31K 0.02%
2,000
166
$31K 0.02%
159
167
$31K 0.02%
2,000
168
$31K 0.02%
1,500
169
$31K 0.02%
1,300
+300
170
$31K 0.02%
620
171
$30K 0.02%
1,800
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172
$30K 0.02%
1,000
173
$29K 0.02%
515
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174
$29K 0.02%
1,000
175
$29K 0.02%
+125
5 6
7
8 9