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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$407K
3
+$44.6K
4
TGT icon
Target
TGT
+$30.4K
5
IAU icon
iShares Gold Trust
IAU
+$24.3K

Top Sells

1
+$595K
2
+$545K
3
+$397K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$322K
5
AAPL icon
Apple
AAPL
+$257K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.02%
150
-120
177
$28K 0.02%
1,384
178
$28K 0.02%
1,500
179
$28K 0.02%
2,000
180
$27K 0.02%
2,000
181
$27K 0.02%
400
182
$26K 0.02%
6,000
183
$26K 0.02%
60
-34
184
$26K 0.02%
1,500
185
$26K 0.02%
400
186
$25K 0.02%
700
187
$25K 0.02%
3,000
188
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189
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2,000
190
$24K 0.02%
201
191
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192
$24K 0.02%
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193
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1,000
194
$24K 0.02%
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195
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196
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197
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245
198
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199
$23K 0.01%
225
200
$23K 0.01%
800
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8
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