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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$47K
4
TGT icon
Target
TGT
+$29K
5
IAU icon
iShares Gold Trust
IAU
+$25K

Top Sells

1
+$563K
2
+$518K
3
+$394K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$320K
5
AAPL icon
Apple
AAPL
+$289K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.02%
2,000
177
$28K 0.02%
150
-120
178
$28K 0.02%
1,384
179
$28K 0.02%
1,500
180
$27K 0.02%
2,000
181
$27K 0.02%
400
182
$26K 0.02%
1,500
183
$26K 0.02%
6,000
184
$26K 0.02%
400
185
$26K 0.02%
60
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186
$25K 0.02%
+710
187
$25K 0.02%
2,000
188
$25K 0.02%
700
189
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190
$24K 0.02%
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191
$24K 0.02%
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192
$24K 0.02%
201
193
$24K 0.02%
1,110
194
$24K 0.02%
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195
$23K 0.01%
225
196
$23K 0.01%
276
197
$23K 0.01%
6,000
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198
$23K 0.01%
245
199
$23K 0.01%
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200
$23K 0.01%
800
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8
9 10