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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$199K 0.13%
1,150
52
$197K 0.13%
4,949
53
$195K 0.13%
5,017
-190
54
$193K 0.13%
735
-150
55
$192K 0.12%
1,300
56
$186K 0.12%
365
57
$184K 0.12%
618
-35
58
$172K 0.11%
984
59
$161K 0.1%
8,278
60
$143K 0.09%
949
61
$142K 0.09%
2,000
62
$138K 0.09%
+619
63
$137K 0.09%
302
64
$134K 0.09%
2,500
65
$132K 0.09%
1,000
66
$129K 0.08%
1,389
67
$128K 0.08%
1,288
68
$128K 0.08%
409
69
$121K 0.08%
324
70
$121K 0.08%
3,200
71
$120K 0.08%
2,280
72
$113K 0.07%
200
73
$111K 0.07%
335
74
$110K 0.07%
1,211
+72
75
$109K 0.07%
2,287
-149
1 2
3
4 5