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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$80.4K 0.05%
2,222
102
$80.4K 0.05%
219
-30
103
$79.6K 0.05%
700
-48
104
$77.4K 0.05%
1,275
105
$76.9K 0.05%
2,000
106
$76.4K 0.05%
673
107
$75.7K 0.05%
303
108
$75.2K 0.05%
361
109
$74.6K 0.05%
580
110
$74.6K 0.05%
155
111
$74.1K 0.05%
1,012
112
$74.1K 0.05%
360
-11
113
$71.5K 0.05%
4,700
+700
114
$70.1K 0.05%
259
115
$69.9K 0.05%
770
116
$66.2K 0.04%
10,300
117
$65.9K 0.04%
4,192
+1,000
118
$65.1K 0.04%
1,200
+100
119
$64.4K 0.04%
700
120
$62.4K 0.04%
1,800
121
$60.9K 0.04%
5,500
122
$60.8K 0.04%
1,270
123
$59.6K 0.04%
430
124
$57.8K 0.04%
800
125
$57.6K 0.04%
2,200
3 4
5
6 7