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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.08%
1,720
77
$127K 0.08%
1,479
78
$125K 0.08%
1,828
+9
79
$122K 0.08%
7,795
80
$121K 0.08%
1,093
81
$117K 0.08%
510
-60
82
$116K 0.07%
2,800
+300
83
$116K 0.07%
1,000
-210
84
$113K 0.07%
1,200
+100
85
$111K 0.07%
706
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86
$111K 0.07%
440
87
$110K 0.07%
1,665
+3
88
$107K 0.07%
2,070
-290
89
$105K 0.07%
275
90
$105K 0.07%
1,065
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91
$103K 0.07%
950
92
$98K 0.06%
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93
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94
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95
$87K 0.06%
1,813
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96
$84K 0.05%
720
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97
$80K 0.05%
480
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98
$77K 0.05%
457
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99
$77K 0.05%
303
100
$76K 0.05%
300
2 3
4
5 6