FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+10.28%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$10.1M
(+6.9%)
Cap. Flow
-$3.02M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
47.37%
Holding
331
New
18
Increased
49
Reduced
67
Closed
14
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$574K |
| 2 |
AT&T
T
|
$404K |
| 3 |
Vanguard Health Care ETF
VHT
|
$47K |
| 4 |
Target
TGT
|
$29K |
| 5 |
iShares Gold Trust
IAU
|
$25K |
Top Sells
Sector Composition
| 1 | Technology | 20.03% |
| 2 | Industrials | 10.77% |
| 3 | Healthcare | 9.97% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Energy | 5.31% |