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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.38K 0.01%
375
302
$7.24K ﹤0.01%
1,177
303
$7.08K ﹤0.01%
76
304
$6.7K ﹤0.01%
10,000
+8,000
305
$6.47K ﹤0.01%
129
306
$6.03K ﹤0.01%
1,000
307
$5.83K ﹤0.01%
101
308
$5.67K ﹤0.01%
132
309
$5.62K ﹤0.01%
97
310
$5.6K ﹤0.01%
19
311
$5.21K ﹤0.01%
1,000
312
$5.08K ﹤0.01%
112
313
$4.91K ﹤0.01%
77
314
$4.73K ﹤0.01%
100
315
$4.32K ﹤0.01%
46
316
$4.29K ﹤0.01%
83
317
$4.09K ﹤0.01%
64
318
$3.79K ﹤0.01%
95
319
$3.69K ﹤0.01%
35
320
$3.44K ﹤0.01%
100
-278
321
$3.41K ﹤0.01%
1,000
322
$3.27K ﹤0.01%
24
-342
323
$3.24K ﹤0.01%
50
-251
324
$3.07K ﹤0.01%
33
325
$3.02K ﹤0.01%
133
11 12
13
14 15