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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$407K
3
+$44.6K
4
TGT icon
Target
TGT
+$30.4K
5
IAU icon
iShares Gold Trust
IAU
+$24.3K

Top Sells

1
+$595K
2
+$545K
3
+$397K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$322K
5
AAPL icon
Apple
AAPL
+$257K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
1,000
202
$22K 0.01%
500
203
$21K 0.01%
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204
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300
205
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206
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260
207
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208
$21K 0.01%
8
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209
$21K 0.01%
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210
$20K 0.01%
360
211
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8,000
+3,030
212
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2,000
213
$20K 0.01%
625
214
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215
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216
$19K 0.01%
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217
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218
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219
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220
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221
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222
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223
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2,000
224
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225
$18K 0.01%
500
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9
10 11