FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
1,000
227
$14K 0.01%
2,500
228
$14K 0.01%
+1,360
229
$14K 0.01%
500
230
$14K 0.01%
1,000
231
$14K 0.01%
1,000
232
$14K 0.01%
3,600
233
$13K 0.01%
1,000
234
$13K 0.01%
90
235
$13K 0.01%
1,500
236
$13K 0.01%
7,000
237
$13K 0.01%
1,000
238
$13K 0.01%
75
239
$13K 0.01%
400
240
$13K 0.01%
800
+200
241
$12K 0.01%
3,000
+1,000
242
$12K 0.01%
85
243
$12K 0.01%
1,000
244
$12K 0.01%
1,500
245
$12K 0.01%
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246
$12K 0.01%
300
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247
$11K 0.01%
+1,000
248
$11K 0.01%
80
249
$11K 0.01%
667
250
$11K 0.01%
200
8 9
10
11 12