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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.99M
3
+$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
CMCSA icon
Comcast
CMCSA
+$423K

Top Sells

1
+$2.51M
2
+$1.57M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.39M
5
LOW icon
Lowe's Companies
LOW
+$1.18M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.03%
500
177
$31K 0.02%
1,200
+600
178
$31K 0.02%
+721
179
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332
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180
$31K 0.02%
506
181
$31K 0.02%
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182
$31K 0.02%
2,000
183
$30K 0.02%
2,000
184
$30K 0.02%
620
185
$29K 0.02%
250
186
$29K 0.02%
+1,512
187
$28K 0.02%
+808
188
$28K 0.02%
902
-188
189
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1,600
190
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191
$28K 0.02%
1,500
192
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130
193
$27K 0.02%
524
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194
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500
195
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196
$27K 0.02%
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197
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291
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198
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199
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200
200
$26K 0.02%
+500
6 7
8
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