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
326
$2.31K ﹤0.01%
+12
327
$2.23K ﹤0.01%
400
328
$2.1K ﹤0.01%
12
329
$2.05K ﹤0.01%
+69
330
$1.88K ﹤0.01%
+84
331
$1.79K ﹤0.01%
+33
332
$1.76K ﹤0.01%
1,600
333
$1.74K ﹤0.01%
133
334
$1.71K ﹤0.01%
1,000
335
$1.67K ﹤0.01%
+48
336
$1.63K ﹤0.01%
21
337
$1.59K ﹤0.01%
+22
338
$1.57K ﹤0.01%
+23
339
$1.42K ﹤0.01%
+42
340
$1.37K ﹤0.01%
+37
341
$1.33K ﹤0.01%
+37
342
$1.27K ﹤0.01%
48
+1
343
$1.21K ﹤0.01%
2,000
344
$1.17K ﹤0.01%
+28
345
$1.16K ﹤0.01%
47
346
$1.03K ﹤0.01%
250
347
$874 ﹤0.01%
+28
348
$868 ﹤0.01%
47
349
$865 ﹤0.01%
70
350
$855 ﹤0.01%
+35
12 13
14
15 16