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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48K 0.03%
700
127
$47K 0.03%
+175
128
$46K 0.03%
360
-125
129
$44K 0.03%
150
130
$44K 0.03%
666
-12
131
$44K 0.03%
1,772
+14
132
$44K 0.03%
300
133
$43K 0.03%
2,800
134
$42K 0.03%
10,300
135
$42K 0.03%
700
136
$42K 0.03%
397
137
$41K 0.03%
565
138
$40K 0.03%
1,600
139
$40K 0.03%
2,500
140
$40K 0.03%
500
-500
141
$39K 0.03%
12,000
142
$39K 0.03%
1,800
143
$38K 0.02%
580
+80
144
$38K 0.02%
270
145
$38K 0.02%
2,500
-2,000
146
$38K 0.02%
3,000
147
$38K 0.02%
4,000
+500
148
$38K 0.02%
331
+1
149
$37K 0.02%
5,000
+1,000
150
$37K 0.02%
200
-200
4 5
6
7 8