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
$164M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$608K
3
+$197K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$152K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$122K

Top Sells

1
+$1M
2
+$702K
3
+$135K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$111K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K

Sector Composition

1 Technology 20.95%
2 Industrials 13.64%
3 Healthcare 11.49%
4 Energy 10.33%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16.9K 0.01%
3,000
252
$16.9K 0.01%
5,000
253
$16.8K 0.01%
260
254
$16.3K 0.01%
4,000
+1,000
255
$16.3K 0.01%
1,000
256
$15.9K 0.01%
300
257
$15.8K 0.01%
27
258
$15.8K 0.01%
15,000
+5,000
259
$15.6K 0.01%
306
260
$15.5K 0.01%
75
261
$14.8K 0.01%
5,000
262
$14.8K 0.01%
900
263
$14.7K 0.01%
300
264
$14.3K 0.01%
593
265
$14K 0.01%
3,034
266
$13.9K 0.01%
16,000
+6,000
267
$13.6K 0.01%
1,000
268
$13.6K 0.01%
15,000
+7,000
269
$13.5K 0.01%
36
270
$12.8K 0.01%
56
271
$12.7K 0.01%
+50
272
$12.5K 0.01%
170
273
$12K 0.01%
331
+1
274
$11.7K 0.01%
2,000
275
$11.6K 0.01%
1,000
9 10
11
12 13