FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$528K
3
+$498K
4
IBB icon
iShares Biotechnology ETF
IBB
+$198K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.7K

Top Sells

1
+$925K
2
+$802K
3
+$280K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$172K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.31%
3,500
52
$313K 0.26%
1,075
-521
53
$291K 0.24%
12,400
54
$283K 0.23%
2,220
55
$279K 0.23%
2,291
+1,625
56
$278K 0.23%
39,550
57
$259K 0.21%
3,314
-520
58
$257K 0.21%
1,155
59
$232K 0.19%
7,545
60
$225K 0.19%
1,500
61
$219K 0.18%
825
62
$204K 0.17%
4,150
+100
63
$199K 0.16%
6,703
64
$191K 0.16%
2,300
65
$187K 0.15%
2,250
66
$187K 0.15%
2,320
-77
67
$183K 0.15%
1,580
68
$182K 0.15%
1,940
69
$174K 0.14%
3,520
70
$169K 0.14%
2,800
71
$167K 0.14%
2,800
72
$162K 0.13%
2,946
73
$160K 0.13%
1,846
74
$155K 0.13%
3,500
-400
75
$150K 0.12%
1,726
+112
1 2
3
4 5