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
351
$835 ﹤0.01%
6
352
$832 ﹤0.01%
42
+1
353
$625 ﹤0.01%
5
354
$539 ﹤0.01%
15
355
$494 ﹤0.01%
20
356
$482 ﹤0.01%
5
357
$462 ﹤0.01%
200
358
$445 ﹤0.01%
9
359
$384 ﹤0.01%
7
360
$378 ﹤0.01%
9
361
$367 ﹤0.01%
5
362
$357 ﹤0.01%
8
363
$214 ﹤0.01%
+5
364
$208 ﹤0.01%
3
365
$202 ﹤0.01%
4
366
$131 ﹤0.01%
5
+1
367
$124 ﹤0.01%
50
368
$58 ﹤0.01%
+5
369
$45 ﹤0.01%
2
370
$11 ﹤0.01%
1
371
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372
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-50
373
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374
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-97
375
– –
-125
12 13 14
15
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