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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$125K
2
+$103K
3
+$75.8K
4
ENB icon
Enbridge
ENB
+$71.5K
5
BAC icon
Bank of America
BAC
+$67.8K

Top Sells

1
+$3.18M
2
+$2.6M
3
+$2.02M
4
IBM icon
IBM
IBM
+$1.15M
5
SLB icon
SLB Ltd
SLB
+$724K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.02%
10,000
202
$15K 0.02%
2,000
203
$15K 0.02%
+2,000
204
$15K 0.02%
4,000
205
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1
206
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3,000
207
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10,000
208
$14K 0.01%
339
209
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+1,000
210
$14K 0.01%
126
-114
211
$13K 0.01%
2,000
+1,000
212
$13K 0.01%
300
213
$13K 0.01%
173
214
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1,000
215
$13K 0.01%
700
216
$13K 0.01%
150
217
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2,500
218
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1,000
219
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800
220
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221
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222
$13K 0.01%
1,500
223
$12K 0.01%
600
224
$12K 0.01%
1,500
225
$12K 0.01%
1,000
7 8
9
10 11