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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42.6K 0.03%
800
152
$41.2K 0.03%
400
153
$41K 0.03%
5,000
-4,000
154
$40.5K 0.03%
2,640
155
$40.1K 0.03%
721
156
$39.7K 0.03%
944
+71
157
$39.7K 0.03%
945
+245
158
$39.1K 0.03%
100
159
$39K 0.03%
252
160
$39K 0.03%
600
161
$38.7K 0.03%
700
162
$38.4K 0.03%
246
+200
163
$38.3K 0.03%
808
164
$38.3K 0.03%
3,140
165
$38.2K 0.03%
2,200
166
$37.6K 0.03%
7,000
167
$37.4K 0.03%
350
168
$37.1K 0.03%
500
169
$36.9K 0.03%
250
170
$36.6K 0.02%
5,000
171
$36.4K 0.02%
600
172
$36.3K 0.02%
2,300
173
$35.1K 0.02%
215
174
$34.8K 0.02%
1,200
175
$34.7K 0.02%
379
-130
5 6
7
8 9