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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.59M
3 +$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1 +$998K
2 +$194K
3 +$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$15.4K 0.01%
75
252
$15.3K 0.01%
593
-145
253
$15.2K 0.01%
29
254
$15K 0.01%
900
255
$14.9K 0.01%
173
256
$14.6K 0.01%
110
257
$14.2K 0.01%
+200
258
$14.2K 0.01%
500
259
$14.1K 0.01%
300
260
$13.9K 0.01%
66
261
$13.8K 0.01%
5,000
262
$13.8K 0.01%
3,000
263
$13.6K 0.01%
140
264
$13.3K 0.01%
306
-628
265
$12.6K 0.01%
2,000
266
$12.4K 0.01%
+200
267
$12.2K 0.01%
323
268
$12.1K 0.01%
36
269
$12.1K 0.01%
10,000
270
$12.1K 0.01%
5,000
271
$12K 0.01%
3,034
272
$11.9K 0.01%
1,000
273
$11.9K 0.01%
1,000
274
$11.9K 0.01%
170
275
$11.8K 0.01%
8,000