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
351
$2.3K ﹤0.01%
76
352
$2.1K ﹤0.01%
32
353
$1.75K ﹤0.01%
12
354
$1.73K ﹤0.01%
133
355
$1.72K ﹤0.01%
21
+1
356
$1.67K ﹤0.01%
200
-100
357
$1.58K ﹤0.01%
70
358
$1.43K ﹤0.01%
2,000
-2,000
359
$1.24K ﹤0.01%
47
+14
360
$1.2K ﹤0.01%
47
361
$1.09K ﹤0.01%
2,000
-2,000
362
$911 ﹤0.01%
40
+1
363
$909 ﹤0.01%
333
-333
364
$825 ﹤0.01%
6
365
$590 ﹤0.01%
250
366
$582 ﹤0.01%
15
367
$551 ﹤0.01%
5
368
$441 ﹤0.01%
5
369
$404 ﹤0.01%
9
370
$396 ﹤0.01%
47
-53
371
$352 ﹤0.01%
7
372
$351 ﹤0.01%
20
373
$343 ﹤0.01%
5
374
$321 ﹤0.01%
8
+1
375
$303 ﹤0.01%
9
13 14
15
16 17