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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.9K 0.01%
8,000
227
$20.5K 0.01%
48
228
$20.3K 0.01%
1,000
229
$20.2K 0.01%
+202
230
$20.1K 0.01%
1,400
231
$19.7K 0.01%
300
232
$19.4K 0.01%
200
233
$19.1K 0.01%
620
234
$19.1K 0.01%
339
235
$18.8K 0.01%
1,000
236
$18.6K 0.01%
157
237
$18.5K 0.01%
260
238
$18.3K 0.01%
81
239
$18.3K 0.01%
1,200
+700
240
$18.3K 0.01%
200
241
$18.3K 0.01%
132
242
$18.2K 0.01%
3,000
243
$17.7K 0.01%
110
244
$17.6K 0.01%
5,000
245
$17.5K 0.01%
1,000
246
$17.3K 0.01%
5,000
247
$17.3K 0.01%
4,000
248
$17.2K 0.01%
1,500
249
$16.8K 0.01%
100
250
$16.6K 0.01%
3,000
8 9
10
11 12