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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$57.3K 0.04%
5,000
127
$57.1K 0.04%
870
-75
128
$56.9K 0.04%
7,200
129
$54.5K 0.04%
400
130
$53.3K 0.04%
1,040
131
$53.2K 0.04%
300
132
$53.1K 0.04%
294
133
$51.9K 0.04%
406
134
$51.6K 0.03%
770
-60
135
$50.1K 0.03%
2,000
136
$49.9K 0.03%
338
137
$49K 0.03%
101
138
$48.9K 0.03%
300
139
$48.8K 0.03%
5,300
140
$48.4K 0.03%
1,800
141
$48.4K 0.03%
532
142
$47.2K 0.03%
360
143
$47K 0.03%
520
144
$46.3K 0.03%
3,800
+2,000
145
$45.9K 0.03%
251
146
$45.4K 0.03%
525
-475
147
$45.4K 0.03%
4,000
148
$44.6K 0.03%
341
149
$43.7K 0.03%
3,000
150
$43.5K 0.03%
2,500
4 5
6
7 8