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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34.7K 0.02%
1,600
177
$34.4K 0.02%
2,005
178
$33.5K 0.02%
1,600
179
$33K 0.02%
135
180
$32.5K 0.02%
1,400
181
$31.8K 0.02%
483
182
$30.8K 0.02%
3,000
183
$30.3K 0.02%
4,000
184
$29.8K 0.02%
710
185
$29K 0.02%
6,270
186
$28.9K 0.02%
379
-30
187
$28K 0.02%
130
188
$27.9K 0.02%
2,000
189
$27.4K 0.02%
232
190
$27.3K 0.02%
1,500
191
$27.3K 0.02%
8,000
192
$26.8K 0.02%
+400
193
$26.5K 0.02%
2,000
194
$26.1K 0.02%
50
195
$26K 0.02%
235
+1
196
$25.2K 0.02%
1,500
197
$24.9K 0.02%
126
+101
198
$24.8K 0.02%
284
+1
199
$24.7K 0.02%
620
200
$24.5K 0.02%
1,200
6 7
8
9 10