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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$528K
3
+$498K
4
IBB icon
iShares Biotechnology ETF
IBB
+$198K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.7K

Top Sells

1
+$925K
2
+$802K
3
+$280K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$172K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$44K 0.04%
1,129
+102
127
$44K 0.04%
730
128
$44K 0.04%
+2,400
129
$41K 0.03%
1,020
130
$41K 0.03%
400
131
$41K 0.03%
2,500
132
$40K 0.03%
1,005
133
$40K 0.03%
528
134
$38K 0.03%
4,300
135
$37K 0.03%
2,800
136
$36K 0.03%
2,800
137
$36K 0.03%
1,078
+500
138
$36K 0.03%
1,800
139
$35K 0.03%
1,300
140
$34K 0.03%
850
141
$33K 0.03%
300
142
$32K 0.03%
200
143
$31K 0.03%
5,034
144
$31K 0.03%
400
145
$31K 0.03%
300
146
$31K 0.03%
700
147
$30K 0.02%
700
148
$30K 0.02%
306
149
$30K 0.02%
2,500
150
$30K 0.02%
2,500
4 5
6
7 8