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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.05M
3
+$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1
+$203K
2
+$180K
3
+$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28.4K 0.02%
600
202
$28.3K 0.02%
238
203
$28.1K 0.01%
132
204
$28K 0.01%
+1,500
205
$27.5K 0.01%
266
206
$27.5K 0.01%
700
207
$27.4K 0.01%
4,000
208
$27.1K 0.01%
2,000
209
$26.7K 0.01%
200
210
$26.3K 0.01%
287
211
$26.3K 0.01%
1,500
212
$26.2K 0.01%
2,000
213
$26.1K 0.01%
406
214
$25.6K 0.01%
3,000
215
$25K 0.01%
150
216
$25K 0.01%
3,000
217
$24.9K 0.01%
1,870
+370
218
$24.6K 0.01%
1,500
219
$24.6K 0.01%
400
220
$24.2K 0.01%
257
+1
221
$24.1K 0.01%
800
222
$23.9K 0.01%
2,000
223
$23.9K 0.01%
2,000
224
$23.5K 0.01%
1,500
225
$23.4K 0.01%
10,000
7 8
9
10 11