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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$58.7K 0.04%
1,023
127
$57.3K 0.04%
5,000
128
$56.4K 0.04%
1,100
+100
129
$56.2K 0.04%
430
130
$56.1K 0.04%
7,200
131
$55.1K 0.04%
400
132
$54.6K 0.04%
830
+168
133
$54.5K 0.04%
1,800
134
$53.9K 0.04%
12,000
135
$53.3K 0.04%
1,040
-1,095
136
$52.4K 0.04%
1,270
137
$51.1K 0.04%
100
138
$50.5K 0.04%
700
139
$49.6K 0.04%
500
-250
140
$49.1K 0.04%
406
141
$49.1K 0.04%
700
142
$47.9K 0.03%
509
143
$46.1K 0.03%
300
144
$46.1K 0.03%
338
+68
145
$45.7K 0.03%
1,800
146
$45K 0.03%
360
147
$44.9K 0.03%
300
148
$44.5K 0.03%
9,000
149
$44K 0.03%
3,192
+3,000
150
$43.3K 0.03%
294
+150
4 5
6
7 8