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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.63M
3
+$3.58M
4
QCOM icon
Qualcomm
QCOM
+$3.26M
5
CVX icon
Chevron
CVX
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.02%
+840
202
$22K 0.02%
+1,400
203
$21K 0.02%
+1,000
204
$21K 0.02%
+263
205
$21K 0.02%
+125
206
$21K 0.02%
+1,000
207
$20K 0.02%
+300
208
$20K 0.02%
+595
209
$20K 0.02%
+600
210
$20K 0.02%
+200
211
$20K 0.02%
+1,000
212
$20K 0.02%
+300
213
$19K 0.02%
+655
214
$19K 0.02%
+1,110
215
$19K 0.02%
+840
216
$19K 0.02%
+348
217
$19K 0.02%
+400
218
$19K 0.02%
+400
219
$19K 0.02%
+3,500
220
$19K 0.02%
+295
221
$19K 0.02%
+1,250
222
$19K 0.02%
+1,300
223
$18K 0.02%
+494
224
$18K 0.02%
+700
225
$18K 0.02%
+165
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9
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