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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart Inc
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42.6K 0.03%
700
152
$42.6K 0.03%
2,500
153
$42.5K 0.03%
2,640
154
$42.4K 0.03%
3,800
155
$42.3K 0.03%
180
+45
156
$41K 0.03%
2,062
+1,500
157
$40.2K 0.03%
400
158
$39.5K 0.03%
721
159
$39.4K 0.03%
200
-51
160
$39K 0.03%
945
161
$38.9K 0.03%
499
-33
162
$38.8K 0.03%
3,000
163
$38.8K 0.03%
808
164
$38.4K 0.02%
379
165
$37.9K 0.02%
3,140
166
$37.8K 0.02%
600
167
$37K 0.02%
246
168
$36.7K 0.02%
252
169
$35.8K 0.02%
1,600
170
$35.3K 0.02%
1,400
171
$35.2K 0.02%
75
+25
172
$35.1K 0.02%
500
173
$35K 0.02%
250
174
$34.8K 0.02%
350
175
$34.5K 0.02%
2,200
5 6
7
8 9