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
$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
26
$1.23M 0.92%
16,298
-9,663
27
$1.13M 0.85%
17,748
28
$1.06M 0.8%
21,344
-12,826
29
$1.02M 0.76%
17,334
+39
30
$1.01M 0.76%
11,420
-7,786
31
$772K 0.58%
2,505
+125
32
$737K 0.55%
7,595
-14,412
33
$726K 0.55%
39,453
-2,101
34
$582K 0.44%
7,120
35
$488K 0.37%
5,616
-15
36
$452K 0.34%
12,927
+450
37
$419K 0.31%
2,410
38
$413K 0.31%
3,878
-2,853
39
$409K 0.31%
4,864
-3,010
40
$377K 0.28%
2,672
+2
41
$368K 0.28%
2,429
42
$367K 0.28%
4,481
-1,746
43
$356K 0.27%
12,119
44
$355K 0.27%
3,020
45
$330K 0.25%
2,000
46
$309K 0.23%
3,714
47
$292K 0.22%
840
48
$289K 0.22%
1,904
49
$287K 0.22%
865
+18
50
$287K 0.22%
11,919
1
2
3 4 5