FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$38.5K
2
+$36.1K
3
+$21K
4
HD icon
Home Depot
HD
+$18K
5
CMCSA icon
Comcast
CMCSA
+$15.7K

Top Sells

1
+$1.4M
2
+$726K
3
+$691K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$639K
5
BA icon
Boeing
BA
+$370K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.21%
6,813
52
$276K 0.21%
986
53
$264K 0.2%
5,541
54
$260K 0.2%
1,250
55
$240K 0.18%
5,860
56
$218K 0.16%
1,720
57
$218K 0.16%
10,278
58
$215K 0.16%
817
59
$209K 0.16%
2,364
60
$200K 0.15%
439
61
$196K 0.15%
370
62
$185K 0.14%
1,711
+28
63
$175K 0.13%
2,500
64
$172K 0.13%
2,715
65
$170K 0.13%
1,172
66
$169K 0.13%
510
67
$169K 0.13%
1,202
68
$154K 0.12%
4,658
69
$151K 0.11%
5,924
-8,911
70
$142K 0.11%
1,000
71
$139K 0.1%
5,270
72
$138K 0.1%
2,000
73
$137K 0.1%
4,300
74
$136K 0.1%
3,000
+100
75
$134K 0.1%
2,600
-200
1 2
3
4 5