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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.57M
3
+$8.4M
4
MSFT icon
Microsoft
MSFT
+$7.06M
5
ADBE icon
Adobe
ADBE
+$6.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
+2,000
202
$18K 0.01%
+439
203
$18K 0.01%
+140
204
$18K 0.01%
+700
205
$18K 0.01%
+2,000
206
$17K 0.01%
+365
207
$17K 0.01%
+400
208
$17K 0.01%
+1,000
209
$17K 0.01%
+4,000
210
$17K 0.01%
+1,000
211
$16K 0.01%
+1,800
212
$16K 0.01%
+221
213
$16K 0.01%
+1,000
214
$16K 0.01%
+150
215
$16K 0.01%
+350
216
$16K 0.01%
+3,000
217
$15K 0.01%
+80
218
$15K 0.01%
+2,000
219
$15K 0.01%
+2,500
220
$15K 0.01%
+600
221
$15K 0.01%
+1,000
222
$15K 0.01%
+70
223
$15K 0.01%
+100
224
$15K 0.01%
+4,000
225
$15K 0.01%
+400
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