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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85K 0.06%
2,400
77
$84K 0.06%
1,754
78
$80K 0.06%
440
79
$79K 0.06%
5,000
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80
$76K 0.06%
500
81
$75K 0.06%
1,200
-300
82
$73K 0.06%
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+2
83
$72K 0.05%
900
84
$71K 0.05%
200
85
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660
86
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1,109
-247
87
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275
88
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620
89
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700
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90
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91
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714
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92
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93
$60K 0.05%
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94
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95
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96
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2,500
97
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591
98
$54K 0.04%
963
99
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800
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100
$54K 0.04%
8,820
2 3
4
5 6