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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57K 0.05%
1,004
+4
102
$57K 0.05%
7,000
103
$56K 0.05%
275
104
$56K 0.05%
708
+4
105
$55K 0.05%
650
+50
106
$55K 0.05%
590
107
$54K 0.05%
1,200
108
$54K 0.05%
1,200
109
$53K 0.05%
1,188
+3
110
$53K 0.05%
1,020
111
$51K 0.05%
4,000
112
$50K 0.04%
963
113
$49K 0.04%
454
114
$47K 0.04%
5,200
-400
115
$47K 0.04%
2,600
116
$46K 0.04%
12,300
117
$46K 0.04%
1,800
118
$46K 0.04%
276
119
$45K 0.04%
4,300
120
$45K 0.04%
900
121
$45K 0.04%
350
122
$44K 0.04%
390
123
$44K 0.04%
1,800
124
$43K 0.04%
2,500
125
$42K 0.04%
1,078
3 4
5
6 7