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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
55
277
$7K 0.01%
1,370
278
$7K 0.01%
60
279
$7K 0.01%
31
280
$7K 0.01%
1,500
281
$6K ﹤0.01%
100
282
$6K ﹤0.01%
250
283
$6K ﹤0.01%
300
284
$6K ﹤0.01%
114
+57
285
$6K ﹤0.01%
2,000
286
$6K ﹤0.01%
232
287
$6K ﹤0.01%
250
288
$6K ﹤0.01%
36
289
$6K ﹤0.01%
1,000
290
$6K ﹤0.01%
500
291
$6K ﹤0.01%
1,000
292
$5K ﹤0.01%
97
293
$5K ﹤0.01%
2,000
294
$5K ﹤0.01%
100
295
$5K ﹤0.01%
+221
296
$5K ﹤0.01%
46
297
$5K ﹤0.01%
333
298
$5K ﹤0.01%
294
-294
299
$4K ﹤0.01%
148
300
$4K ﹤0.01%
4,970
10 11
12
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