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
$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
401
– –
-40
402
– –
-92
403
– –
-1,000
404
– –
-600
405
– –
-169
406
– –
-1,000
407
– –
-900
408
– –
-1,000
409
– –
-2,000
410
– –
-1,600
13 14 15 16
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