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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.25M
3
+$2.24M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
INTC icon
Intel
INTC
+$1.26M

Top Sells

1
+$1.94M
2
+$1.29M
3
+$518K
4
PSX icon
Phillips 66
PSX
+$375K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$141K

Sector Composition

1 Technology 21.59%
2 Industrials 13.96%
3 Energy 12.64%
4 Healthcare 10.81%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
2,000
277
$7K 0.01%
55
278
$7K 0.01%
500
279
$7K 0.01%
4,000
+2,000
280
$7K 0.01%
232
281
$6K ﹤0.01%
2,000
+1,000
282
$6K ﹤0.01%
250
283
$6K ﹤0.01%
36
284
$6K ﹤0.01%
100
285
$6K ﹤0.01%
31
286
$6K ﹤0.01%
61
287
$6K ﹤0.01%
250
288
$6K ﹤0.01%
+2,000
289
$6K ﹤0.01%
1,500
290
$5K ﹤0.01%
500
291
$5K ﹤0.01%
1,000
292
$5K ﹤0.01%
4,970
293
$5K ﹤0.01%
1,370
+1,000
294
$5K ﹤0.01%
97
295
$5K ﹤0.01%
100
296
$5K ﹤0.01%
1,200
297
$5K ﹤0.01%
60
298
$5K ﹤0.01%
300
299
$5K ﹤0.01%
46
+2
300
$5K ﹤0.01%
333
10 11
12
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