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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.24%
35,832
-5,942
27
$1.9M 1.22%
24,767
-598
28
$1.58M 1.02%
18,757
+9
29
$1.29M 0.83%
13,887
-109
30
$1.26M 0.81%
9,758
+4,438
31
$1.25M 0.8%
8,640
+40
32
$1.21M 0.78%
20,490
-367
33
$1.2M 0.77%
7,200
-80
34
$970K 0.62%
52,205
+21,760
35
$960K 0.62%
32,069
36
$798K 0.51%
9,153
-100
37
$774K 0.5%
3,610
-40
38
$727K 0.47%
17,564
-13,596
39
$705K 0.45%
12,759
-9,367
40
$645K 0.41%
7,149
-24
41
$490K 0.31%
3,011
+2
42
$483K 0.31%
3,020
43
$431K 0.28%
1,150
44
$398K 0.26%
12,855
-82
45
$377K 0.24%
2,000
46
$368K 0.24%
1,700
47
$341K 0.22%
939
-22
48
$335K 0.21%
5,290
-59
49
$320K 0.21%
1,904
50
$319K 0.2%
1,948
+47
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