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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K 0.01%
200
252
$11K 0.01%
800
253
$11K 0.01%
225
254
$11K 0.01%
170
255
$10K 0.01%
2,000
256
$10K 0.01%
500
257
$10K 0.01%
450
258
$10K 0.01%
275
259
$10K 0.01%
170
260
$10K 0.01%
1
261
$10K 0.01%
3,000
262
$9K 0.01%
100
263
$9K 0.01%
118
264
$9K 0.01%
61
265
$9K 0.01%
45
266
$9K 0.01%
1,000
267
$9K 0.01%
500
268
$9K 0.01%
2,000
269
$9K 0.01%
1,000
270
$8K 0.01%
50
271
$8K 0.01%
500
272
$8K 0.01%
500
273
$8K 0.01%
1,200
274
$8K 0.01%
250
275
$7K 0.01%
2,000
9 10
11
12 13