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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34.4K 0.03%
7,000
177
$34.4K 0.03%
700
178
$34.4K 0.03%
808
179
$33.6K 0.02%
130
180
$33.1K 0.02%
1,600
181
$33.1K 0.02%
500
182
$32.8K 0.02%
873
+1
183
$32.7K 0.02%
483
184
$32.6K 0.02%
350
185
$32.2K 0.02%
400
186
$31.2K 0.02%
2,200
187
$30K 0.02%
1,500
188
$30K 0.02%
3,000
189
$29.8K 0.02%
135
+50
190
$29.5K 0.02%
409
+201
191
$29K 0.02%
1,400
+4
192
$28.6K 0.02%
215
193
$28.5K 0.02%
1,800
194
$28.5K 0.02%
300
195
$28.5K 0.02%
6,270
196
$28.1K 0.02%
5,000
197
$27.9K 0.02%
1,500
198
$27.7K 0.02%
710
199
$27.1K 0.02%
500
200
$27K 0.02%
110
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8
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