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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.07%
532
-45
77
$104K 0.07%
950
78
$103K 0.07%
1,590
79
$103K 0.07%
877
+177
80
$103K 0.07%
750
-1,505
81
$102K 0.07%
1,786
82
$99.2K 0.06%
1,126
83
$98.7K 0.06%
4,000
84
$97.2K 0.06%
446
-78
85
$94.6K 0.06%
1,946
86
$94.4K 0.06%
1,685
+2
87
$91.4K 0.06%
2,800
88
$90K 0.06%
843
-1,641
89
$88.8K 0.06%
1,400
-454
90
$87K 0.06%
300
91
$85.2K 0.06%
690
+170
92
$83.9K 0.05%
2,000
93
$82K 0.05%
550
94
$81.7K 0.05%
361
95
$79.1K 0.05%
2,222
96
$77.6K 0.05%
155
97
$77.4K 0.05%
360
98
$75.5K 0.05%
5,000
99
$75.3K 0.05%
658
100
$75.2K 0.05%
12,000
2 3
4
5 6