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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$58.7K 0.04%
5,000
127
$57.2K 0.04%
840
-30
128
$57K 0.04%
430
129
$55.6K 0.04%
770
130
$54.7K 0.04%
375
+37
131
$54.4K 0.04%
1,324
+380
132
$54.1K 0.04%
300
133
$53.3K 0.03%
1,040
134
$53.2K 0.03%
2,400
135
$52K 0.03%
300
-100
136
$52K 0.03%
500
-200
137
$51.1K 0.03%
406
138
$50.9K 0.03%
101
139
$50.3K 0.03%
251
+125
140
$49.8K 0.03%
1,200
141
$48.9K 0.03%
400
142
$48.1K 0.03%
300
143
$47.5K 0.03%
5,000
144
$47.3K 0.03%
800
145
$46.7K 0.03%
1,800
146
$46.3K 0.03%
+200
147
$45.8K 0.03%
360
148
$43.8K 0.03%
341
149
$43.5K 0.03%
600
150
$42.8K 0.03%
2,000
4 5
6
7 8