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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
112
302
$3K ﹤0.01%
1,000
303
$3K ﹤0.01%
20
304
$3K ﹤0.01%
2,500
305
$2K ﹤0.01%
4
306
$2K ﹤0.01%
2,857
307
$2K ﹤0.01%
30
308
$2K ﹤0.01%
3,000
-2,333
309
$1K ﹤0.01%
218
310
$1K ﹤0.01%
10
311
$1K ﹤0.01%
722
312
$0 ﹤0.01%
14
313
– –
-2,000
314
– –
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315
– –
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316
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-300
317
– –
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318
– –
-11,740
319
– –
-20,634
320
– –
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321
$0 ﹤0.01%
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322
– –
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323
– –
-500
324
– –
-500
325
$0 ﹤0.01%
2
10 11 12
13
14