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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$38.5K
2
+$36.1K
3
+$21K
4
HD icon
Home Depot
HD
+$18K
5
CMCSA icon
Comcast
CMCSA
+$15.7K

Top Sells

1
+$1.4M
2
+$726K
3
+$691K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$639K
5
BA icon
Boeing
BA
+$370K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53K 0.04%
406
127
$53K 0.04%
351
128
$52K 0.04%
1,146
129
$51K 0.04%
3,000
130
$50K 0.04%
700
131
$49K 0.04%
5,000
132
$49K 0.04%
348
133
$48K 0.04%
580
134
$48K 0.04%
1,270
135
$47K 0.04%
2,300
136
$47K 0.04%
400
137
$47K 0.04%
4,000
138
$47K 0.04%
670
139
$46K 0.03%
1,200
+200
140
$45K 0.03%
360
141
$43K 0.03%
175
142
$43K 0.03%
1,786
143
$43K 0.03%
2,500
+2,100
144
$41K 0.03%
300
145
$40K 0.03%
260
146
$40K 0.03%
300
147
$39K 0.03%
399
+1
148
$38K 0.03%
2,000
149
$38K 0.03%
600
150
$38K 0.03%
500
4 5
6
7 8