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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$528K
3
+$498K
4
IBB icon
iShares Biotechnology ETF
IBB
+$198K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.7K

Top Sells

1
+$925K
2
+$802K
3
+$280K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$172K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21K 0.02%
1,500
177
$21K 0.02%
1,500
+594
178
$21K 0.02%
675
179
$21K 0.02%
1,500
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180
$21K 0.02%
300
181
$21K 0.02%
+738
182
$21K 0.02%
5,000
183
$20K 0.02%
1,000
184
$19K 0.02%
1,110
185
$19K 0.02%
1,000
186
$19K 0.02%
348
187
$19K 0.02%
2,000
188
$19K 0.02%
380
189
$19K 0.02%
61
190
$19K 0.02%
275
191
$19K 0.02%
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192
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130
193
$17K 0.01%
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194
$17K 0.01%
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195
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196
$17K 0.01%
100
197
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198
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199
$17K 0.01%
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200
$17K 0.01%
1,200
6 7
8
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