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
$164M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$608K
3
+$197K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$152K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$122K

Top Sells

1
+$1M
2
+$702K
3
+$135K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$111K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K

Sector Composition

1 Technology 20.95%
2 Industrials 13.64%
3 Healthcare 11.49%
4 Energy 10.33%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.5K 0.01%
112
277
$11.4K 0.01%
1,600
278
$11K 0.01%
66
279
$10.9K 0.01%
230
280
$10.9K 0.01%
2,000
-600
281
$10.1K 0.01%
323
282
$9.98K 0.01%
200
283
$9.89K 0.01%
1,600
284
$9.68K 0.01%
89
285
$9.59K 0.01%
979
286
$9.47K 0.01%
+100
287
$9.42K 0.01%
1,177
288
$9.29K 0.01%
300
289
$9.27K 0.01%
600
290
$9.25K 0.01%
65
291
$9.14K 0.01%
83
292
$9.04K 0.01%
87
293
$9.02K 0.01%
+200
294
$8.74K 0.01%
152
295
$8.66K 0.01%
200
296
$8.52K 0.01%
1,000
297
$8.41K 0.01%
93
298
$8.1K ﹤0.01%
3,000
299
$7.7K ﹤0.01%
+207
300
$7.65K ﹤0.01%
1,000
10 11
12
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