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
$164M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$608K
3
+$197K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$152K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$122K

Top Sells

1
+$1M
2
+$702K
3
+$135K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$111K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K

Sector Composition

1 Technology 20.95%
2 Industrials 13.64%
3 Healthcare 11.49%
4 Energy 10.33%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$61.9K 0.04%
5,000
127
$61.6K 0.04%
2,400
128
$60.1K 0.04%
1,327
+3
129
$60.1K 0.04%
430
130
$57.8K 0.04%
375
131
$57.5K 0.04%
300
132
$54.8K 0.03%
1,040
133
$54K 0.03%
700
134
$53.3K 0.03%
600
135
$52.4K 0.03%
300
136
$51.1K 0.03%
360
137
$50.8K 0.03%
770
138
$50.7K 0.03%
1,800
139
$50.3K 0.03%
700
140
$49.9K 0.03%
406
141
$48.9K 0.03%
300
142
$47.6K 0.03%
341
143
$47K 0.03%
2,500
144
$46.8K 0.03%
499
145
$46.8K 0.03%
180
146
$46K 0.03%
379
147
$46K 0.03%
2,083
+21
148
$44.4K 0.03%
3,800
149
$43.6K 0.03%
971
+26
150
$43.3K 0.03%
251
4 5
6
7 8