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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
31
302
$5K ﹤0.01%
1,000
303
$4K ﹤0.01%
1,000
304
$4K ﹤0.01%
2,000
305
$4K ﹤0.01%
+1,000
306
$4K ﹤0.01%
2,000
307
$4K ﹤0.01%
428
-2,572
308
$4K ﹤0.01%
2,000
309
$4K ﹤0.01%
+294
310
$4K ﹤0.01%
50
311
$3K ﹤0.01%
218
312
$3K ﹤0.01%
112
313
$3K ﹤0.01%
500
314
$3K ﹤0.01%
2,857
315
$3K ﹤0.01%
1,000
316
$3K ﹤0.01%
370
317
$3K ﹤0.01%
30
318
$3K ﹤0.01%
29
319
$3K ﹤0.01%
593
+200
320
$2K ﹤0.01%
20
321
$2K ﹤0.01%
30
322
$2K ﹤0.01%
26
323
$2K ﹤0.01%
13
324
$2K ﹤0.01%
85
325
$2K ﹤0.01%
2,500
10 11 12
13
14