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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$73K 0.05%
1,000
102
$72K 0.05%
758
103
$72K 0.05%
520
104
$71K 0.05%
8,200
105
$69K 0.04%
600
106
$68K 0.04%
1,300
+250
107
$67K 0.04%
900
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108
$67K 0.04%
1,300
-200
109
$65K 0.04%
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110
$65K 0.04%
1,410
-100
111
$62K 0.04%
999
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112
$62K 0.04%
3,000
113
$59K 0.04%
550
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114
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115
$57K 0.04%
963
116
$57K 0.04%
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117
$56K 0.04%
8,820
118
$56K 0.04%
900
119
$56K 0.04%
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120
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300
121
$52K 0.03%
1,000
122
$50K 0.03%
2,300
123
$49K 0.03%
507
124
$49K 0.03%
280
125
$48K 0.03%
1,090
3 4
5
6 7