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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.05M
3
+$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1
+$203K
2
+$180K
3
+$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$35K 0.02%
131
177
$34.7K 0.02%
1,600
178
$34.5K 0.02%
2,000
179
$33.3K 0.02%
252
180
$33.1K 0.02%
422
+1
181
$32.3K 0.02%
+110
182
$32K 0.02%
483
183
$31.4K 0.02%
7,000
-3,000
184
$31.4K 0.02%
1,500
185
$31K 0.02%
+1,282
186
$31K 0.02%
3,000
187
$30.8K 0.02%
5,000
188
$30.7K 0.02%
1,000
189
$30.7K 0.02%
1,000
190
$30.5K 0.02%
469
191
$30.4K 0.02%
1,000
192
$30.2K 0.02%
250
193
$30K 0.02%
6,270
194
$29.5K 0.02%
600
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195
$29.4K 0.02%
75
196
$29.2K 0.02%
215
197
$29.1K 0.02%
5,100
+100
198
$29K 0.02%
188
+1
199
$28.9K 0.02%
150
200
$28.6K 0.02%
200
6 7
8
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