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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.69%
16,578
-200
27
$751K 0.51%
27,054
-6,979
28
$626K 0.42%
3,472
+32
29
$610K 0.41%
14,062
+126
30
$550K 0.37%
1,382
+128
31
$464K 0.31%
9,238
+1
32
$449K 0.3%
2,630
33
$444K 0.3%
2,624
+3
34
$378K 0.26%
2,329
-43
35
$348K 0.24%
2,000
36
$337K 0.23%
460
37
$335K 0.23%
2,255
-70
38
$332K 0.22%
690
39
$319K 0.22%
10,919
40
$307K 0.21%
2,443
41
$286K 0.19%
4,942
-1,871
42
$284K 0.19%
3,544
43
$272K 0.18%
1,319
+1
44
$271K 0.18%
645
45
$267K 0.18%
2,484
46
$266K 0.18%
3,680
47
$247K 0.17%
885
48
$247K 0.17%
850
-136
49
$239K 0.16%
1,585
+15
50
$236K 0.16%
5,207
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2
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