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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1 +$82.2K
2 +$55.9K
3 +$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1 +$744K
2 +$462K
3 +$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$16.4K 0.01%
5,000
252
$16.4K 0.01%
521
253
$16.3K 0.01%
1,000
254
$16K 0.01%
71
255
$15.8K 0.01%
200
256
$15.7K 0.01%
75
257
$15.3K 0.01%
53
258
$15.1K 0.01%
500
259
$14.6K 0.01%
25
260
$14.1K 0.01%
1,600
261
$14.1K 0.01%
173
262
$13.9K 0.01%
29
263
$13.8K 0.01%
300
264
$13.5K 0.01%
900
265
$13.4K 0.01%
1,300
266
$13.2K 0.01%
66
267
$13.2K 0.01%
300
268
$13K 0.01%
378
269
$13K 0.01%
3,000
270
$12.8K 0.01%
125
271
$12.6K 0.01%
2,000
272
$12.3K 0.01%
170
273
$12.3K 0.01%
110
274
$12.1K 0.01%
1,216
275
$12.1K 0.01%
500