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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$484K
3
+$479K
4
IBB icon
iShares Biotechnology ETF
IBB
+$191K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$67.8K

Top Sells

1
+$925K
2
+$774K
3
+$278K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$166K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
1,000
202
$16K 0.01%
2,500
203
$16K 0.01%
4
204
$15K 0.01%
300
205
$15K 0.01%
339
206
$15K 0.01%
600
207
$15K 0.01%
1,000
208
$15K 0.01%
175
-21
209
$15K 0.01%
140
210
$15K 0.01%
+100
211
$14K 0.01%
700
212
$14K 0.01%
350
-250
213
$14K 0.01%
125
214
$14K 0.01%
1,000
215
$14K 0.01%
200
216
$14K 0.01%
+1,000
217
$14K 0.01%
75
218
$13K 0.01%
150
219
$13K 0.01%
10,000
220
$13K 0.01%
3,000
221
$13K 0.01%
1,000
222
$13K 0.01%
2,000
223
$13K 0.01%
1,500
224
$13K 0.01%
700
225
$13K 0.01%
12,000
7 8
9
10 11