FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$29K 0.02%
306
177
$29K 0.02%
2,500
+500
178
$29K 0.02%
400
179
$29K 0.02%
645
180
$29K 0.02%
3,500
181
$28K 0.02%
2,000
182
$28K 0.02%
125
183
$28K 0.02%
4,800
+1,850
184
$27K 0.02%
300
185
$26K 0.02%
373
186
$26K 0.02%
600
187
$26K 0.02%
165
188
$26K 0.02%
511
189
$26K 0.02%
625
190
$26K 0.02%
503
+2
191
$26K 0.02%
620
192
$26K 0.02%
300
193
$25K 0.02%
850
194
$25K 0.02%
600
195
$24K 0.02%
250
196
$23K 0.02%
820
197
$23K 0.02%
200
198
$22K 0.02%
494
199
$22K 0.02%
3,000
200
$22K 0.02%
+2,000
6 7
8
9 10