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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$528K
3
+$498K
4
IBB icon
iShares Biotechnology ETF
IBB
+$198K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.7K

Top Sells

1
+$925K
2
+$802K
3
+$280K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$172K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
170
252
$8K 0.01%
300
253
$8K 0.01%
50
-50
254
$8K 0.01%
218
255
$8K 0.01%
500
256
$8K 0.01%
500
257
$8K 0.01%
45
258
$8K 0.01%
250
259
$8K 0.01%
+1,000
260
$8K 0.01%
1,000
261
$7K 0.01%
1,500
262
$7K 0.01%
250
263
$7K 0.01%
378
-43,310
264
$7K 0.01%
100
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265
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250
266
$7K 0.01%
50
267
$7K 0.01%
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268
$6K ﹤0.01%
2,000
269
$6K ﹤0.01%
36
270
$6K ﹤0.01%
750
271
$6K ﹤0.01%
100
272
$6K ﹤0.01%
370
273
$6K ﹤0.01%
2,000
274
$6K ﹤0.01%
500
275
$6K ﹤0.01%
1,000
9 10
11
12 13