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
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$362K
4
ENB icon
Enbridge
ENB
+$355K
5
CVX icon
Chevron
CVX
+$120K

Top Sells

1
+$1.77M
2
+$890K
3
+$241K
4
BA icon
Boeing
BA
+$186K
5
PG icon
Procter & Gamble
PG
+$141K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.02%
600
202
$22K 0.02%
600
203
$22K 0.02%
3,000
204
$21K 0.02%
840
205
$21K 0.02%
263
206
$21K 0.02%
578
207
$21K 0.02%
61
+20
208
$20K 0.02%
6,000
209
$20K 0.02%
400
210
$20K 0.02%
3,000
211
$20K 0.02%
4,000
+1,000
212
$20K 0.02%
1,000
213
$19K 0.02%
1,000
214
$19K 0.02%
348
215
$19K 0.02%
155
216
$19K 0.02%
600
217
$19K 0.02%
+675
218
$19K 0.02%
130
219
$19K 0.02%
+250
220
$18K 0.02%
1,110
221
$18K 0.02%
100
222
$18K 0.02%
1,000
223
$18K 0.02%
300
224
$18K 0.02%
1,000
225
$17K 0.01%
900
7 8
9
10 11