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

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

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
226
$18K 0.01%
2,000
227
$18K 0.01%
+900
228
$17K 0.01%
1,162
229
$17K 0.01%
484
230
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600
231
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50
232
$17K 0.01%
85
233
$17K 0.01%
80
234
$16K 0.01%
70
235
$16K 0.01%
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236
$16K 0.01%
+300
237
$16K 0.01%
600
238
$15K 0.01%
1,600
239
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150
240
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350
241
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173
242
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118
244
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245
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246
$14K 0.01%
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247
$13K 0.01%
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248
$13K 0.01%
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249
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208
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250
$13K 0.01%
45
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10
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