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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.04%
800
-1,200
102
$53K 0.04%
276
103
$51K 0.04%
350
104
$50K 0.04%
1,500
105
$50K 0.04%
400
+100
106
$49K 0.04%
570
107
$49K 0.04%
5,200
108
$48K 0.04%
471
+1
109
$47K 0.04%
928
-495
110
$46K 0.03%
3,000
-3,000
111
$46K 0.03%
900
112
$46K 0.03%
450
113
$45K 0.03%
700
114
$45K 0.03%
2,600
115
$44K 0.03%
390
116
$43K 0.03%
3,029
117
$42K 0.03%
2,500
118
$42K 0.03%
4,300
119
$42K 0.03%
780
120
$42K 0.03%
8,000
121
$41K 0.03%
1,112
122
$41K 0.03%
2,800
123
$41K 0.03%
450
124
$41K 0.03%
2,000
125
$41K 0.03%
1,500
+100
3 4
5
6 7