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
$164M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$608K
3
+$197K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$152K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$122K

Top Sells

1
+$1M
2
+$702K
3
+$135K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$111K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K

Sector Composition

1 Technology 20.95%
2 Industrials 13.64%
3 Healthcare 11.49%
4 Energy 10.33%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42.8K 0.03%
2,000
152
$42.5K 0.03%
1,600
153
$41.9K 0.03%
1,785
-285
154
$41.2K 0.03%
800
155
$41.2K 0.03%
246
156
$41.2K 0.03%
500
157
$40.6K 0.02%
400
158
$40.4K 0.02%
3,140
159
$40.2K 0.02%
200
160
$40K 0.02%
2,300
161
$39.7K 0.02%
2,640
162
$39K 0.02%
400
163
$38.7K 0.02%
2,005
164
$38.6K 0.02%
1,000
165
$38.2K 0.02%
1,200
166
$38.1K 0.02%
808
167
$37.5K 0.02%
250
168
$37.1K 0.02%
5,000
169
$36.8K 0.02%
270
-480
170
$36.7K 0.02%
3,000
171
$36.5K 0.02%
1,404
+4
172
$36.5K 0.02%
1,600
173
$35.7K 0.02%
600
174
$35.4K 0.02%
665
175
$35.3K 0.02%
710
5 6
7
8 9