FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31K 0.03%
1,500
152
$31K 0.03%
300
153
$30K 0.03%
1,000
154
$30K 0.03%
756
155
$30K 0.03%
600
156
$30K 0.03%
350
157
$29K 0.03%
1,000
158
$29K 0.03%
620
159
$28K 0.02%
700
160
$27K 0.02%
3,000
161
$26K 0.02%
945
162
$26K 0.02%
1,238
+10
163
$26K 0.02%
1,000
164
$26K 0.02%
400
165
$26K 0.02%
340
166
$25K 0.02%
600
167
$25K 0.02%
1,500
168
$24K 0.02%
7,000
+1,000
169
$24K 0.02%
250
170
$24K 0.02%
518
171
$23K 0.02%
625
172
$23K 0.02%
400
173
$22K 0.02%
1,300
174
$22K 0.02%
800
175
$22K 0.02%
1,200
5 6
7
8 9