FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
250
252
$13K 0.01%
402
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253
$13K 0.01%
225
254
$13K 0.01%
168
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255
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71
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256
$12K 0.01%
3,000
257
$12K 0.01%
121
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258
$12K 0.01%
340
259
$12K 0.01%
500
260
$11K 0.01%
1,000
261
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350
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262
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979
263
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264
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265
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388
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267
$11K 0.01%
257
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$10K 0.01%
+2,000
269
$10K 0.01%
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270
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127
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272
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10
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273
$9K 0.01%
3,000
274
$9K 0.01%
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275
$9K 0.01%
2,000
9 10
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12 13