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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.04%
450
127
$41K 0.04%
600
128
$40K 0.04%
1,180
+5
129
$40K 0.04%
2,800
130
$40K 0.04%
400
131
$39K 0.03%
780
132
$39K 0.03%
469
+1
133
$39K 0.03%
700
134
$38K 0.03%
250
135
$37K 0.03%
3,029
136
$36K 0.03%
850
137
$35K 0.03%
2,500
138
$35K 0.03%
2,800
139
$35K 0.03%
300
140
$35K 0.03%
450
141
$35K 0.03%
2,000
142
$34K 0.03%
1,300
143
$34K 0.03%
700
144
$33K 0.03%
600
145
$32K 0.03%
5,034
146
$32K 0.03%
500
147
$32K 0.03%
2,000
148
$32K 0.03%
4,500
149
$32K 0.03%
3,333
150
$31K 0.03%
300
4 5
6
7 8