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
$164M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$608K
3
+$197K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$152K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$122K

Top Sells

1
+$1M
2
+$702K
3
+$135K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$111K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K

Sector Composition

1 Technology 20.95%
2 Industrials 13.64%
3 Healthcare 11.49%
4 Energy 10.33%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.1K 0.01%
157
227
$21K 0.01%
300
228
$21K 0.01%
1,500
229
$20.9K 0.01%
1,000
230
$20.8K 0.01%
3,000
+2,000
231
$20.5K 0.01%
1,300
232
$20.3K 0.01%
200
233
$20.1K 0.01%
1,500
234
$20K 0.01%
81
235
$19.8K 0.01%
132
236
$19.7K 0.01%
5,000
237
$19.5K 0.01%
1,000
238
$19.1K 0.01%
+100
239
$19K 0.01%
110
240
$18.6K 0.01%
1,000
241
$18.5K 0.01%
300
242
$18.3K 0.01%
22
243
$18.2K 0.01%
+5,000
244
$18K 0.01%
200
245
$17.9K 0.01%
+1,600
246
$17.8K 0.01%
173
247
$17.7K 0.01%
100
248
$17.4K 0.01%
2,000
249
$17.3K 0.01%
3,000
-2,000
250
$16.9K 0.01%
7,000
+4,000
8 9
10
11 12