FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
+400
277
$9K 0.01%
3,000
278
$9K 0.01%
323
279
$8K 0.01%
520
280
$8K 0.01%
1,000
281
$8K 0.01%
2,000
282
$8K 0.01%
232
283
$7K ﹤0.01%
112
284
$7K ﹤0.01%
700
-300
285
$7K ﹤0.01%
122
286
$7K ﹤0.01%
46
287
$6K ﹤0.01%
150
288
$5K ﹤0.01%
+258
289
$5K ﹤0.01%
105
290
$5K ﹤0.01%
200
-200
291
$4K ﹤0.01%
30
292
$4K ﹤0.01%
333
-667
293
$4K ﹤0.01%
+100
294
$4K ﹤0.01%
+108
295
$4K ﹤0.01%
1,000
-1,000
296
$3K ﹤0.01%
24
297
$3K ﹤0.01%
100
-100
298
$3K ﹤0.01%
1,000
-5,000
299
$2K ﹤0.01%
250
300
$2K ﹤0.01%
20
10 11
12
13 14