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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$38.5K
2
+$36.1K
3
+$21K
4
HD icon
Home Depot
HD
+$18K
5
CMCSA icon
Comcast
CMCSA
+$15.7K

Top Sells

1
+$1.4M
2
+$726K
3
+$691K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$639K
5
BA icon
Boeing
BA
+$370K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
53
352
$3K ﹤0.01%
10
353
$3K ﹤0.01%
100
-33
354
$3K ﹤0.01%
125
355
$3K ﹤0.01%
100
356
$2K ﹤0.01%
45
357
$2K ﹤0.01%
45
358
$2K ﹤0.01%
666
359
$2K ﹤0.01%
70
360
$2K ﹤0.01%
76
361
$2K ﹤0.01%
10
362
$2K ﹤0.01%
39
363
$2K ﹤0.01%
1,000
364
$1K ﹤0.01%
33
365
$1K ﹤0.01%
36
+1
366
$1K ﹤0.01%
22
+12
367
$1K ﹤0.01%
12
+6
368
$1K ﹤0.01%
98
-160
369
$1K ﹤0.01%
79
370
$1K ﹤0.01%
7
371
$1K ﹤0.01%
71
-186
372
$1K ﹤0.01%
2,000
-1,000
373
$1K ﹤0.01%
11
374
$1K ﹤0.01%
20
375
– –
-27
13 14
15
16 17