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FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$231M
1-Year Est. Return
61.68%
This Fund
S&P 500
This Quarter
Est. Return
+4.45%
1 Year Est. Return
+61.68%
3 Year Est. Return
+118.08%
5 Year Est. Return
+149.3%
10 Year Est. Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
98.8%
Top 10 Holdings %
Top 10 Hldgs %
29.19%
Holding
382
New
382
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.37M |
| 2 |
ExxonMobil
XOM
|
+$3.63M |
| 3 |
Boeing
BA
|
+$3.58M |
| 4 |
Qualcomm
QCOM
|
+$3.26M |
| 5 |
Chevron
CVX
|
+$3.04M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.3% |
| 2 | Healthcare | 14.27% |
| 3 | Consumer Staples | 13.46% |
| 4 | Energy | 12.55% |
| 5 | Industrials | 9.1% |
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Founders Capital Management (Texas)'s Q1 2017 Portfolio in Review
Q1 2017 is the first quarter with a 13F filing on record for Founders Capital Management (Texas), which disclosed 382 positions worth $111M. Its ten largest holdings account for 29% of the portfolio.
Its largest position is Apple: 132,768 shares worth $4.77M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Healthcare and Consumer Staples.
- Founders Capital Management (Texas)'s largest Q1 2017 buy was Apple: 132,768 shares worth $4.77M.
- Founders Capital Management (Texas)'s ten largest holdings make up 29% of its $111M portfolio in Q1 2017.
- Founders Capital Management (Texas) disclosed 382 positions in Q1 2017, its first 13F filing on record.
Based on Founders Capital Management (Texas)'s 13F filing for Q1 2017, filed 9 May 2017.