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
76
$108K 0.1%
2,800
+300
77
$105K 0.09%
940
78
$100K 0.09%
4,000
79
$96K 0.08%
1,500
80
$95K 0.08%
360
81
$93K 0.08%
4,000
82
$92K 0.08%
1,800
83
$87K 0.08%
1,730
84
$80K 0.07%
2,222
85
$79K 0.07%
1,800
+7
86
$77K 0.07%
500
87
$76K 0.07%
1,353
+3
88
$76K 0.07%
260
+49
89
$74K 0.07%
440
90
$73K 0.06%
2,400
91
$73K 0.06%
200
92
$72K 0.06%
4,835
93
$70K 0.06%
570
94
$69K 0.06%
5,000
95
$69K 0.06%
620
96
$67K 0.06%
660
97
$65K 0.06%
2,500
98
$63K 0.06%
900
99
$63K 0.06%
1,754
100
$61K 0.05%
1,070
2 3
4
5 6