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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.6K 0.01%
1,000
277
$10.5K 0.01%
230
278
$10.5K 0.01%
3,000
279
$10.4K 0.01%
1,000
280
$10.3K 0.01%
200
281
$10.1K 0.01%
3,000
282
$10.1K 0.01%
66
283
$10K 0.01%
350
284
$9.53K 0.01%
979
285
$9.24K 0.01%
+89
286
$9.06K 0.01%
112
287
$8.98K 0.01%
65
288
$8.63K 0.01%
500
289
$8.62K 0.01%
2,000
290
$8.52K 0.01%
1,000
291
$8.45K 0.01%
200
292
$8.42K 0.01%
600
293
$8.38K 0.01%
1,177
294
$8.23K 0.01%
87
295
$8.04K 0.01%
3,000
296
$7.98K 0.01%
8,000
297
$7.97K 0.01%
+93
298
$7.73K 0.01%
152
299
$7.15K ﹤0.01%
375
300
$7.09K ﹤0.01%
129
10 11
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