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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.16%
1,318
+1
52
$199K 0.14%
377
-6
53
$195K 0.14%
1,751
+7
54
$188K 0.14%
1,150
55
$176K 0.13%
8,278
56
$173K 0.13%
1,200
+200
57
$171K 0.12%
653
58
$167K 0.12%
4,949
-159
59
$166K 0.12%
3,165
+300
60
$163K 0.12%
984
61
$156K 0.11%
3,200
62
$155K 0.11%
2,500
63
$148K 0.11%
5,860
64
$143K 0.1%
577
-20
65
$138K 0.1%
2,740
66
$137K 0.1%
2,000
67
$131K 0.1%
2,280
68
$128K 0.09%
598
69
$125K 0.09%
4,000
-1,300
70
$123K 0.09%
1,366
-222
71
$122K 0.09%
2,423
-230
72
$118K 0.09%
409
73
$117K 0.08%
302
74
$116K 0.08%
949
+334
75
$111K 0.08%
650
1 2
3
4 5