FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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
401
$0 ﹤0.01%
8
-6
402
-412
403
-128
404
$0 ﹤0.01%
2
-6