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
326
$2.75K ﹤0.01%
800
327
$2.73K ﹤0.01%
120
328
$2.7K ﹤0.01%
400
329
$2.5K ﹤0.01%
1,600
330
$1.91K ﹤0.01%
12
331
$1.72K ﹤0.01%
21
332
$1.51K ﹤0.01%
2,000
333
$1.42K ﹤0.01%
70
334
$1.32K ﹤0.01%
47
335
$1.09K ﹤0.01%
47
336
$1.04K ﹤0.01%
333
337
$1K ﹤0.01%
250
338
$932 ﹤0.01%
41
+1
339
$834 ﹤0.01%
6
340
$756 ﹤0.01%
200
341
$654 ﹤0.01%
47
342
$605 ﹤0.01%
5
343
$566 ﹤0.01%
15
344
$487 ﹤0.01%
5
345
$455 ﹤0.01%
9
346
$392 ﹤0.01%
7
347
$372 ﹤0.01%
5
348
$343 ﹤0.01%
9
349
$341 ﹤0.01%
8
350
$250 ﹤0.01%
20
12 13
14
15 16