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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.08M
3
+$597K
4
LMT icon
Lockheed Martin
LMT
+$291K
5
CSCO icon
Cisco
CSCO
+$221K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$1.05M
4
T icon
AT&T
T
+$1.03M
5
PEP icon
PepsiCo
PEP
+$1M

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K 0.02%
4,000
202
$22K 0.02%
277
+151
203
$22K 0.02%
4,000
204
$22K 0.02%
2,000
205
$22K 0.02%
500
-150
206
$22K 0.02%
6,000
+1,000
207
$21K 0.01%
300
208
$21K 0.01%
1,162
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209
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1,000
210
$21K 0.01%
276
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211
$21K 0.01%
625
212
$21K 0.01%
245
+1
213
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+1,000
214
$20K 0.01%
100
215
$20K 0.01%
439
216
$20K 0.01%
+1,000
217
$20K 0.01%
500
218
$19K 0.01%
339
219
$19K 0.01%
+2,000
220
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1,000
221
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1,500
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222
$18K 0.01%
1,011
223
$18K 0.01%
+360
224
$18K 0.01%
345
+5
225
$18K 0.01%
1,000
7 8
9
10 11