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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$77.6K 0.06%
580
102
$77.3K 0.06%
5,000
103
$76.4K 0.06%
658
104
$73.7K 0.05%
249
-13
105
$72.6K 0.05%
700
106
$70.9K 0.05%
371
107
$70.8K 0.05%
5,300
108
$70.7K 0.05%
1,786
109
$70.6K 0.05%
1,275
+5
110
$70.5K 0.05%
303
111
$69.5K 0.05%
361
112
$68.8K 0.05%
10,300
113
$67.7K 0.05%
155
+128
114
$67.3K 0.05%
1,638
115
$67.1K 0.05%
770
-188
116
$66.1K 0.05%
673
-163
117
$64.9K 0.05%
259
-238
118
$64.1K 0.05%
481
+4
119
$63.9K 0.05%
4,000
+500
120
$63.5K 0.05%
2,800
121
$60.5K 0.04%
5,500
122
$59.9K 0.04%
351
123
$59.8K 0.04%
945
+275
124
$59.3K 0.04%
400
125
$59.2K 0.04%
800
3 4
5
6 7