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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.02%
2,000
202
$25K 0.02%
2,000
203
$25K 0.02%
100
204
$25K 0.02%
710
205
$25K 0.02%
1,500
206
$23K 0.02%
8,000
+2,000
207
$23K 0.02%
232
208
$23K 0.02%
291
209
$23K 0.02%
309
-600
210
$23K 0.02%
4,000
211
$23K 0.02%
300
212
$22K 0.02%
224
213
$22K 0.02%
472
214
$22K 0.02%
300
215
$22K 0.02%
1,500
216
$22K 0.02%
215
217
$22K 0.02%
200
218
$22K 0.02%
700
219
$21K 0.02%
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220
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735
221
$21K 0.02%
303
222
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223
$21K 0.02%
9,000
-3,000
224
$21K 0.02%
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225
$21K 0.02%
429
7 8
9
10 11