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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.19%
1,950
52
$207K 0.18%
2,220
53
$203K 0.18%
1,940
54
$201K 0.18%
825
55
$197K 0.17%
2,946
56
$194K 0.17%
3,520
57
$184K 0.16%
1,580
58
$180K 0.16%
6,551
59
$167K 0.15%
4,150
60
$166K 0.15%
2,787
61
$165K 0.15%
950
-50
62
$164K 0.14%
3,500
63
$158K 0.14%
1,810
64
$156K 0.14%
1,784
+44
65
$147K 0.13%
1,685
66
$142K 0.13%
1,077
67
$133K 0.12%
4,000
68
$123K 0.11%
1,450
69
$119K 0.1%
450
-50
70
$118K 0.1%
1,070
71
$115K 0.1%
732
+20
72
$112K 0.1%
771
73
$110K 0.1%
700
74
$108K 0.1%
2,000
75
$108K 0.1%
2,000
1 2
3
4 5