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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.14%
29,265
27
$1.16M 1.02%
8,332
28
$1.14M 1.01%
14,269
29
$1.06M 0.93%
9,825
+3
30
$1.01M 0.9%
15,214
-59
31
$924K 0.81%
7,047
32
$733K 0.65%
12,867
33
$642K 0.57%
27,525
34
$618K 0.55%
21,310
35
$565K 0.5%
5,475
36
$537K 0.47%
21,212
37
$510K 0.45%
1,920
+88
38
$488K 0.43%
2,050
39
$459K 0.4%
7,050
40
$402K 0.35%
3,500
41
$397K 0.35%
2,645
42
$387K 0.34%
13,420
43
$384K 0.34%
16,893
-150
44
$375K 0.33%
4,010
-100
45
$322K 0.28%
5,860
46
$315K 0.28%
2,891
+480
47
$305K 0.27%
9,920
+60
48
$297K 0.26%
12,400
49
$284K 0.25%
5,652
+102
50
$221K 0.19%
2,739
1
2
3 4 5