FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$125K
2
+$103K
3
+$75.8K
4
ENB icon
Enbridge
ENB
+$71.5K
5
BAC icon
Bank of America
BAC
+$67.8K

Top Sells

1
+$3.18M
2
+$2.6M
3
+$2.02M
4
IBM icon
IBM
IBM
+$1.15M
5
SLB icon
SLB Ltd
SLB
+$724K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.02%
+1,200
177
$19K 0.02%
275
+100
178
$19K 0.02%
380
179
$19K 0.02%
+3,000
180
$19K 0.02%
675
181
$19K 0.02%
340
-42,757
182
$18K 0.02%
+1,000
183
$18K 0.02%
400
-330
184
$17K 0.02%
201
-105
185
$17K 0.02%
1,110
186
$17K 0.02%
4,000
+1,000
187
$17K 0.02%
1,000
188
$17K 0.02%
4,000
189
$16K 0.02%
100
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190
$16K 0.02%
+88
191
$16K 0.02%
2,000
192
$16K 0.02%
348
193
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1,000
194
$16K 0.02%
400
195
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147
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196
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100
197
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198
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199
$16K 0.02%
738
200
$15K 0.02%
700
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6 7
8
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