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
326
$5.53K ﹤0.01%
131
327
$5.32K ﹤0.01%
97
328
$5.26K ﹤0.01%
500
329
$5.26K ﹤0.01%
+184
330
$5.16K ﹤0.01%
132
331
$4.99K ﹤0.01%
46
332
$4.94K ﹤0.01%
2,365
333
$4.55K ﹤0.01%
19
334
$4.32K ﹤0.01%
100
335
$4.17K ﹤0.01%
35
336
$4.1K ﹤0.01%
1,000
-1,300
337
$4.08K ﹤0.01%
83
338
$4.02K ﹤0.01%
112
339
$4.02K ﹤0.01%
37
340
$3.94K ﹤0.01%
25
341
$3.89K ﹤0.01%
64
342
$3.43K ﹤0.01%
95
343
$3.4K ﹤0.01%
800
-800
344
$2.96K ﹤0.01%
41
345
$2.93K ﹤0.01%
1,600
-1,400
346
$2.79K ﹤0.01%
+33
347
$2.65K ﹤0.01%
400
-400
348
$2.61K ﹤0.01%
120
349
$2.51K ﹤0.01%
28
350
$2.44K ﹤0.01%
+200
12 13
14
15 16