FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.5K 0.01%
1,500
227
$20.4K 0.01%
1,000
228
$20.1K 0.01%
1,000
229
$20.1K 0.01%
1,000
230
$19.8K 0.01%
1,000
231
$19.6K 0.01%
2,000
232
$19.3K 0.01%
500
233
$18.8K 0.01%
1,900
234
$18.7K 0.01%
400
235
$18.7K 0.01%
157
236
$18.4K 0.01%
162
-399
237
$18.2K 0.01%
48
238
$18.2K 0.01%
200
239
$18.1K 0.01%
266
240
$18K 0.01%
339
241
$18K 0.01%
3,000
242
$17.3K 0.01%
132
243
$17.3K 0.01%
1,000
244
$17K 0.01%
738
245
$17K 0.01%
2,000
246
$16.7K 0.01%
22
247
$16.6K 0.01%
1,000
248
$16.6K 0.01%
1,000
249
$16.5K 0.01%
100
250
$16.4K 0.01%
300
8 9
10
11 12