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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.02%
1,500
+72
177
$20K 0.02%
4,000
178
$20K 0.02%
10,000
179
$19K 0.01%
2,000
-2,000
180
$19K 0.01%
630
181
$19K 0.01%
2,000
182
$19K 0.01%
380
183
$19K 0.01%
200
-500
184
$19K 0.01%
300
185
$19K 0.01%
3,000
186
$18K 0.01%
3
187
$18K 0.01%
5,500
188
$18K 0.01%
1,000
189
$18K 0.01%
100
190
$18K 0.01%
1,500
191
$18K 0.01%
300
192
$18K 0.01%
800
193
$18K 0.01%
4,000
194
$18K 0.01%
738
195
$17K 0.01%
1,000
196
$17K 0.01%
175
197
$17K 0.01%
1,000
198
$16K 0.01%
173
199
$16K 0.01%
339
200
$16K 0.01%
437
+7
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8
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