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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113K 0.08%
4,000
77
$112K 0.08%
200
78
$112K 0.08%
324
79
$111K 0.08%
2,068
+11
80
$108K 0.07%
1,139
+36
81
$107K 0.07%
2,423
82
$105K 0.07%
1,590
-71
83
$103K 0.07%
1,126
84
$101K 0.07%
577
85
$100K 0.07%
4,400
86
$98.6K 0.07%
1,683
-41
87
$93.7K 0.06%
5,000
88
$93.5K 0.06%
950
89
$92.2K 0.06%
5,860
90
$92.1K 0.06%
1,786
91
$91.5K 0.06%
1,946
+100
92
$90.6K 0.06%
962
+9
93
$89.1K 0.06%
550
94
$85K 0.06%
1,100
95
$84.7K 0.06%
300
96
$83.8K 0.06%
658
97
$83.6K 0.06%
12,000
98
$82.2K 0.06%
700
99
$81.2K 0.05%
2,800
100
$80.6K 0.05%
400
2 3
4
5 6