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
76
$109K 0.08%
200
77
$104K 0.08%
1,389
78
$104K 0.08%
1,661
79
$101K 0.07%
324
80
$100K 0.07%
335
81
$98K 0.07%
1,400
82
$94.3K 0.07%
950
83
$93.9K 0.07%
1,100
84
$93.1K 0.07%
1,724
+7
85
$93K 0.07%
2,057
+12
86
$92.6K 0.07%
1,800
+200
87
$92.5K 0.07%
1,103
+2
88
$90.6K 0.07%
2,200
89
$89.8K 0.07%
4,400
90
$89.2K 0.06%
1,126
91
$88.9K 0.06%
953
+9
92
$88.4K 0.06%
1,000
+50
93
$88.3K 0.06%
550
94
$87.7K 0.06%
2,000
95
$85.1K 0.06%
1,100
-675
96
$82.3K 0.06%
748
97
$82K 0.06%
1,012
98
$80K 0.06%
2,222
99
$78.6K 0.06%
1,846
100
$77.9K 0.06%
300
2 3
4
5 6