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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.02%
250
177
$31K 0.02%
8,000
178
$30K 0.02%
1,200
179
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1,300
180
$30K 0.02%
2,800
181
$30K 0.02%
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182
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183
$30K 0.02%
900
184
$29K 0.02%
1,500
185
$29K 0.02%
700
186
$29K 0.02%
1,600
187
$29K 0.02%
3,000
+1,000
188
$28K 0.02%
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189
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190
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1,000
191
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192
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500
193
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536
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194
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195
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198
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199
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200
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181
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