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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
10
327
$1K ﹤0.01%
132
328
$1K ﹤0.01%
6
329
$1K ﹤0.01%
300
330
– –
-890
331
– –
-1,000
332
– –
-600
333
– –
-281
334
$0 ﹤0.01%
+2
335
– –
-23
336
$0 ﹤0.01%
+17
337
– –
-39,250
338
$0 ﹤0.01%
+2,000
339
– –
-150
340
$0 ﹤0.01%
1,000
10 11 12 13
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