FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$528K
3
+$498K
4
IBB icon
iShares Biotechnology ETF
IBB
+$198K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.7K

Top Sells

1
+$925K
2
+$802K
3
+$280K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$172K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71K 0.06%
2,000
102
$67K 0.06%
570
103
$65K 0.05%
900
104
$65K 0.05%
1,403
+4
105
$63K 0.05%
800
106
$63K 0.05%
2,400
107
$62K 0.05%
275
108
$62K 0.05%
746
+2
109
$60K 0.05%
610
110
$59K 0.05%
200
111
$59K 0.05%
2,145
112
$58K 0.05%
992
+4
113
$53K 0.04%
276
114
$52K 0.04%
614
+2
115
$51K 0.04%
4,000
116
$51K 0.04%
5,600
117
$48K 0.04%
852
118
$48K 0.04%
4,000
119
$46K 0.04%
4,000
120
$46K 0.04%
481
+1
121
$45K 0.04%
350
122
$45K 0.04%
1,800
123
$45K 0.04%
600
-200
124
$45K 0.04%
3,500
125
$44K 0.04%
600
3 4
5
6 7