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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$74.6K 0.05%
1,275
102
$73.9K 0.05%
800
103
$73.7K 0.05%
673
104
$73.4K 0.05%
303
105
$73.1K 0.05%
219
106
$72.5K 0.05%
5,000
+300
107
$72.2K 0.05%
580
108
$70.8K 0.05%
4,600
+200
109
$69.4K 0.05%
1,012
110
$68.9K 0.04%
259
111
$68K 0.04%
4,192
112
$67.5K 0.04%
+1,000
113
$67.4K 0.04%
770
114
$66.6K 0.04%
700
115
$66.5K 0.04%
2,500
+300
116
$65.7K 0.04%
4,000
117
$64.1K 0.04%
2,070
-353
118
$64.1K 0.04%
7,200
119
$63.9K 0.04%
350
-300
120
$63K 0.04%
5,500
121
$63K 0.04%
5,300
122
$62.2K 0.04%
10,300
123
$61.8K 0.04%
1,270
124
$61.1K 0.04%
1,800
125
$60.5K 0.04%
5,860
3 4
5
6 7