FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
33
302
$1K ﹤0.01%
218
303
$1K ﹤0.01%
33
+1
304
$1K ﹤0.01%
+15
305
$1K ﹤0.01%
6
306
$1K ﹤0.01%
20
307
$1K ﹤0.01%
5
308
$1K ﹤0.01%
23
309
– –
-13,000
310
– –
-800
311
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-3,000
312
$0 ﹤0.01%
4
313
– –
-1,900
314
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315
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316
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$0 ﹤0.01%
50
319
$0 ﹤0.01%
6
320
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321
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-300
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323
$0 ﹤0.01%
2
324
– –
-83
325
– –
-148
10 11 12
13
14