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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.8K 0.01%
3,034
277
$11.4K 0.01%
323
278
$11K 0.01%
140
279
$10.9K 0.01%
36
280
$10.8K 0.01%
300
281
$10.8K 0.01%
191
282
$10.8K 0.01%
1,000
283
$10.8K 0.01%
1,000
284
$10.7K 0.01%
1,000
-1,000
285
$10.5K 0.01%
10,000
286
$10.3K 0.01%
+66
287
$10.1K 0.01%
350
288
$10.1K 0.01%
386
+4
289
$9.96K 0.01%
+3,000
290
$9.91K 0.01%
562
-868
291
$9.85K 0.01%
5,000
+2,000
292
$9.82K 0.01%
2,000
-1,000
293
$9.76K 0.01%
112
294
$9.3K 0.01%
152
295
$9.12K 0.01%
3,000
296
$8.92K 0.01%
2,000
-1,500
297
$8.72K 0.01%
8,000
298
$8.68K 0.01%
230
299
$8.66K 0.01%
56
300
$8.4K 0.01%
979
10 11
12
13 14