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
$164M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$608K
3
+$197K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$152K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$122K

Top Sells

1
+$1M
2
+$702K
3
+$135K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$111K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K

Sector Composition

1 Technology 20.95%
2 Industrials 13.64%
3 Healthcare 11.49%
4 Energy 10.33%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.54K ﹤0.01%
12
327
$2.2K ﹤0.01%
69
328
$2.14K ﹤0.01%
12
329
$2.08K ﹤0.01%
84
330
$2.06K ﹤0.01%
70
331
$1.84K ﹤0.01%
400
332
$1.82K ﹤0.01%
21
333
$1.8K ﹤0.01%
48
334
$1.78K ﹤0.01%
33
335
$1.73K ﹤0.01%
1,000
336
$1.72K ﹤0.01%
22
337
$1.66K ﹤0.01%
133
338
$1.54K ﹤0.01%
37
339
$1.53K ﹤0.01%
42
340
$1.44K ﹤0.01%
37
341
$1.32K ﹤0.01%
47
342
$1.2K ﹤0.01%
2,000
343
$1.15K ﹤0.01%
48
344
$1.02K ﹤0.01%
200
345
$998 ﹤0.01%
250
346
$988 ﹤0.01%
28
347
$949 ﹤0.01%
35
348
$910 ﹤0.01%
47
349
$891 ﹤0.01%
43
+1
350
$886 ﹤0.01%
6
12 13
14
15 16