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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.56%
37,189
-197
27
$1.46M 1.1%
10,466
-1,341
28
$1.31M 1%
17,241
+470
29
$1.11M 0.84%
7,644
-688
30
$1.1M 0.83%
9,514
-408
31
$1.01M 0.76%
7,377
32
$600K 0.45%
11,317
-1,400
33
$579K 0.44%
4,945
-230
34
$545K 0.41%
21,525
35
$532K 0.4%
1,867
-53
36
$484K 0.37%
4,020
+749
37
$449K 0.34%
3,500
38
$433K 0.33%
2,645
39
$378K 0.29%
13,430
+10
40
$365K 0.28%
11,820
+160
41
$357K 0.27%
5,860
42
$299K 0.23%
3,684
+165
43
$298K 0.23%
1,400
-650
44
$251K 0.19%
9,280
-3,120
45
$250K 0.19%
8,001
-500
46
$244K 0.18%
1,950
47
$243K 0.18%
825
48
$221K 0.17%
3,780
49
$197K 0.15%
4,150
50
$191K 0.14%
1,800
-140
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2
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