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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$484K
3
+$479K
4
IBB icon
iShares Biotechnology ETF
IBB
+$191K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$67.8K

Top Sells

1
+$925K
2
+$774K
3
+$278K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$166K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21K 0.02%
1,500
177
$21K 0.02%
1,500
+594
178
$21K 0.02%
675
179
$21K 0.02%
1,500
-500
180
$21K 0.02%
300
181
$21K 0.02%
+738
182
$21K 0.02%
5,000
183
$20K 0.02%
1,000
184
$19K 0.02%
1,110
185
$19K 0.02%
1,000
186
$19K 0.02%
348
187
$19K 0.02%
2,000
188
$19K 0.02%
380
189
$19K 0.02%
61
190
$19K 0.02%
275
191
$19K 0.02%
1,000
192
$18K 0.01%
130
193
$17K 0.01%
1,200
194
$17K 0.01%
6,000
195
$17K 0.01%
6,000
196
$17K 0.01%
1,000
197
$17K 0.01%
100
198
$17K 0.01%
800
199
$17K 0.01%
+1,000
200
$17K 0.01%
1,200
6 7
8
9 10