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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.14K 0.01%
83
302
$8.07K 0.01%
200
303
$7.94K 0.01%
600
304
$7.9K 0.01%
65
305
$7.6K 0.01%
98
306
$7.46K 0.01%
232
307
$7.43K 0.01%
87
308
$7.26K 0.01%
375
-250
309
$7.2K 0.01%
3,000
310
$7.2K 0.01%
3,000
311
$7.18K 0.01%
1,177
312
$6.9K 0.01%
13
313
$6.9K 0.01%
101
314
$6.67K ﹤0.01%
46
315
$6.6K ﹤0.01%
1,000
316
$6.59K ﹤0.01%
76
317
$6.46K ﹤0.01%
+100
318
$6.25K ﹤0.01%
129
319
$6.11K ﹤0.01%
1,000
-1,000
320
$6.1K ﹤0.01%
190
321
$5.89K ﹤0.01%
1,000
322
$5.82K ﹤0.01%
101
323
$5.73K ﹤0.01%
77
324
$5.63K ﹤0.01%
9
325
$5.57K ﹤0.01%
371
11 12
13
14 15