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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$528K
3
+$498K
4
IBB icon
iShares Biotechnology ETF
IBB
+$198K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.7K

Top Sells

1
+$925K
2
+$802K
3
+$280K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$172K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
31
277
$6K ﹤0.01%
+1,000
278
$6K ﹤0.01%
1,000
279
$6K ﹤0.01%
2,000
+1,000
280
$5K ﹤0.01%
20
281
$5K ﹤0.01%
150
282
$5K ﹤0.01%
107
283
$5K ﹤0.01%
60
-70
284
$5K ﹤0.01%
44
285
$5K ﹤0.01%
600
286
$5K ﹤0.01%
256
287
$5K ﹤0.01%
1,500
+900
288
$4K ﹤0.01%
282
289
$4K ﹤0.01%
3,000
290
$4K ﹤0.01%
1,000
291
$4K ﹤0.01%
175
292
$4K ﹤0.01%
81
+1
293
$4K ﹤0.01%
1,200
+267
294
$3K ﹤0.01%
24
295
$3K ﹤0.01%
29
-35
296
$3K ﹤0.01%
132
297
$3K ﹤0.01%
50
298
$3K ﹤0.01%
300
299
$2K ﹤0.01%
112
300
$2K ﹤0.01%
14
9 10 11
12
13