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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.03%
701
152
$37K 0.03%
1,000
-162
153
$37K 0.03%
2,640
154
$37K 0.03%
270
155
$37K 0.03%
645
-11
156
$37K 0.03%
3,500
157
$36K 0.03%
130
158
$36K 0.03%
500
-400
159
$35K 0.03%
3,000
160
$35K 0.03%
483
161
$35K 0.03%
560
162
$34K 0.03%
2,000
163
$34K 0.03%
1,600
164
$34K 0.03%
506
165
$34K 0.03%
5,000
166
$34K 0.03%
252
167
$34K 0.03%
620
168
$34K 0.03%
2,500
169
$33K 0.02%
350
+50
170
$33K 0.02%
721
171
$32K 0.02%
150
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172
$32K 0.02%
159
173
$31K 0.02%
808
174
$31K 0.02%
1,500
175
$31K 0.02%
333
+1
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7
8 9