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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.03%
2,000
127
$40K 0.03%
3,000
128
$39K 0.03%
2,500
129
$39K 0.03%
600
130
$38K 0.03%
678
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131
$38K 0.03%
1,000
132
$37K 0.03%
+503
133
$37K 0.03%
400
134
$35K 0.03%
600
135
$35K 0.03%
850
-4,807
136
$34K 0.03%
850
137
$34K 0.03%
1,000
138
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139
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140
$33K 0.03%
500
141
$32K 0.02%
800
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142
$32K 0.02%
499
143
$31K 0.02%
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144
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700
145
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146
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147
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1,000
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148
$30K 0.02%
620
149
$29K 0.02%
400
150
$28K 0.02%
6,300
-6,000
4 5
6
7 8