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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.08M
3
+$597K
4
LMT icon
Lockheed Martin
LMT
+$291K
5
CSCO icon
Cisco
CSCO
+$221K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$1.05M
4
T icon
AT&T
T
+$1.03M
5
PEP icon
PepsiCo
PEP
+$1M

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.02%
225
177
$27K 0.02%
6,000
+1,000
178
$27K 0.02%
1,500
179
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2,000
180
$27K 0.02%
13,000
+3,000
181
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6
182
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600
-400
183
$26K 0.02%
201
184
$26K 0.02%
1,384
185
$26K 0.02%
2,000
186
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2,000
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187
$25K 0.02%
1,500
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188
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2,000
189
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400
190
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260
191
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1,000
192
$24K 0.02%
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193
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700
194
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195
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196
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2,500
197
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1,110
198
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300
199
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200
$23K 0.02%
1,000
+300
6 7
8
9 10