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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.05M
3
+$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1
+$203K
2
+$180K
3
+$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44.1K 0.02%
153
+53
152
$43.8K 0.02%
1,552
+202
153
$43.6K 0.02%
2,500
154
$41.3K 0.02%
665
155
$41.3K 0.02%
3,800
156
$41.2K 0.02%
500
157
$40.5K 0.02%
150
-50
158
$40.4K 0.02%
2,640
159
$40.3K 0.02%
3,140
160
$39.5K 0.02%
3,500
161
$39.3K 0.02%
2,900
162
$39.2K 0.02%
5,000
163
$38.5K 0.02%
876
164
$37.9K 0.02%
808
165
$37.8K 0.02%
207
166
$37.5K 0.02%
499
167
$37.3K 0.02%
700
168
$37.1K 0.02%
250
169
$36.9K 0.02%
800
170
$36.6K 0.02%
400
171
$36.4K 0.02%
260
172
$35.7K 0.02%
1,600
173
$35.5K 0.02%
151
174
$35.5K 0.02%
2,300
175
$35K 0.02%
1,877
+677
5 6
7
8 9