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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K 0.02%
1,300
152
$27K 0.02%
327
153
$27K 0.02%
1,260
+11
154
$26K 0.02%
1,500
155
$26K 0.02%
600
156
$26K 0.02%
225
157
$25K 0.02%
139
158
$25K 0.02%
6,000
159
$24K 0.02%
1,300
160
$24K 0.02%
7,000
161
$24K 0.02%
250
162
$24K 0.02%
625
163
$24K 0.02%
1,300
-500
164
$23K 0.02%
201
165
$23K 0.02%
100
166
$23K 0.02%
470
+200
167
$23K 0.02%
5,000
+1,400
168
$22K 0.02%
10,000
169
$22K 0.02%
1,800
+1,000
170
$22K 0.02%
5,000
171
$21K 0.02%
1,110
172
$21K 0.02%
2,500
-2,500
173
$21K 0.02%
22,000
174
$21K 0.02%
1,000
175
$20K 0.02%
1,000
5 6
7
8 9