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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$43.3K 0.03%
2,300
152
$43.2K 0.03%
2,000
153
$42.7K 0.03%
341
154
$42.3K 0.03%
251
155
$41.6K 0.03%
4,000
156
$41.1K 0.03%
532
157
$41K 0.03%
3,000
158
$39.7K 0.03%
2,640
159
$38.6K 0.03%
700
160
$38.1K 0.03%
721
161
$38.1K 0.03%
366
162
$38K 0.03%
2,005
163
$37.8K 0.03%
3,140
164
$37.8K 0.03%
900
165
$37.7K 0.03%
934
166
$37.3K 0.03%
2,222
-150
167
$36.6K 0.03%
1,600
168
$36.4K 0.03%
800
169
$36.3K 0.03%
1,300
170
$35.8K 0.03%
600
171
$35.8K 0.03%
101
172
$35.5K 0.03%
1,200
173
$35.5K 0.03%
2,500
174
$34.5K 0.03%
250
175
$34.5K 0.03%
252
5 6
7
8 9