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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.96%
8,979
-818
27
$1.08M 0.7%
17,020
+442
28
$696K 0.45%
24,857
-2,197
29
$636K 0.41%
3,290
-182
30
$616K 0.4%
3,166
+1,166
31
$554K 0.36%
14,143
+81
32
$539K 0.35%
1,378
-4
33
$438K 0.28%
9,238
34
$431K 0.28%
2,626
+2
35
$412K 0.27%
2,630
36
$403K 0.26%
2,442
+113
37
$391K 0.25%
460
38
$386K 0.25%
5,700
+2,498
39
$345K 0.22%
2,443
40
$312K 0.2%
1,321
+2
41
$308K 0.2%
10,619
-300
42
$307K 0.2%
1,685
+100
43
$304K 0.2%
690
44
$293K 0.19%
4,942
45
$281K 0.18%
3,444
-100
46
$271K 0.18%
3,680
47
$262K 0.17%
645
48
$245K 0.16%
850
49
$213K 0.14%
1,172
50
$210K 0.14%
1,769
+6
1
2
3 4 5