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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16.1K 0.01%
200
252
$16K 0.01%
75
253
$15.9K 0.01%
29
254
$15.6K 0.01%
+27
255
$15.2K 0.01%
2,600
+600
256
$15.2K 0.01%
173
257
$15.1K 0.01%
1,000
258
$14.9K 0.01%
593
259
$14.8K 0.01%
1,300
260
$14.8K 0.01%
900
261
$13.9K 0.01%
306
262
$13.9K 0.01%
300
263
$13.8K 0.01%
300
264
$13.7K 0.01%
2,000
265
$13.2K 0.01%
+100
266
$13.2K 0.01%
5,000
267
$13.1K 0.01%
36
268
$12.9K 0.01%
300
269
$11.7K 0.01%
323
270
$11.6K 0.01%
3,034
271
$11.3K 0.01%
56
272
$11.3K 0.01%
330
+69
273
$11.2K 0.01%
1,600
274
$11.1K 0.01%
170
275
$10.7K 0.01%
10,000
9 10
11
12 13