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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.06K ﹤0.01%
76
302
$6.94K ﹤0.01%
2,000
+1,667
303
$6.63K ﹤0.01%
83
304
$6.6K ﹤0.01%
3,000
305
$5.91K ﹤0.01%
1,000
306
$5.77K ﹤0.01%
101
307
$5.75K ﹤0.01%
+73
308
$5.48K ﹤0.01%
132
309
$5.35K ﹤0.01%
1,000
310
$5.26K ﹤0.01%
19
311
$5.2K ﹤0.01%
112
312
$5.08K ﹤0.01%
77
313
$5.08K ﹤0.01%
+25
314
$5.05K ﹤0.01%
100
315
$4.98K ﹤0.01%
1,000
316
$4.17K ﹤0.01%
24
317
$4.06K ﹤0.01%
+13
318
$3.9K ﹤0.01%
95
319
$3.68K ﹤0.01%
800
320
$3.67K ﹤0.01%
83
321
$3.58K ﹤0.01%
10,000
322
$3.47K ﹤0.01%
46
323
$3.24K ﹤0.01%
20
-274
324
$3.19K ﹤0.01%
120
325
$3K ﹤0.01%
33
11 12
13
14 15