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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.8K 0.01%
1,600
277
$11.7K 0.01%
300
278
$10.9K 0.01%
56
279
$10.8K 0.01%
1,000
280
$10.6K 0.01%
500
281
$10.6K 0.01%
+261
282
$10.5K 0.01%
66
283
$10.3K 0.01%
562
284
$10.2K 0.01%
152
285
$10.2K 0.01%
350
286
$10.1K 0.01%
1,000
287
$10.1K 0.01%
386
288
$9.97K 0.01%
500
289
$9.83K 0.01%
112
290
$9.69K 0.01%
230
291
$9.49K 0.01%
600
292
$9.4K 0.01%
2,000
293
$9.3K 0.01%
3,000
294
$9.11K 0.01%
979
295
$8.41K 0.01%
65
296
$8.36K 0.01%
3,000
297
$8.32K 0.01%
87
298
$8.13K 0.01%
83
299
$8.06K 0.01%
200
300
$7.44K 0.01%
232
10 11
12
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