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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.2%
3,750
52
$302K 0.19%
840
53
$299K 0.19%
5,860
54
$298K 0.19%
2,060
55
$275K 0.18%
780
56
$271K 0.17%
540
-65
57
$260K 0.17%
11,819
-448
58
$253K 0.16%
445
59
$253K 0.16%
10,278
60
$251K 0.16%
4,870
-635
61
$205K 0.13%
1,305
+1
62
$205K 0.13%
1,150
63
$185K 0.12%
2,580
-83
64
$184K 0.12%
817
65
$182K 0.12%
1,624
+6
66
$169K 0.11%
2,500
67
$161K 0.1%
1,202
-500
68
$160K 0.1%
4,300
69
$158K 0.1%
1,700
+100
70
$142K 0.09%
2,000
71
$138K 0.09%
980
72
$136K 0.09%
600
73
$135K 0.09%
1,119
+50
74
$132K 0.08%
766
+50
75
$130K 0.08%
500
+25
1 2
3
4 5