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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.94M
3
+$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1
+$863K
2
+$315K
3
+$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34.1K 0.02%
2,005
177
$33.9K 0.02%
1,200
178
$33.6K 0.02%
1,600
179
$33.5K 0.02%
400
-125
180
$33.3K 0.02%
+665
181
$32.7K 0.02%
+450
182
$32.6K 0.02%
3,000
183
$31.8K 0.02%
415
+36
184
$31.2K 0.02%
710
185
$30.7K 0.02%
600
-1,468
186
$30.6K 0.02%
2,300
187
$30.4K 0.02%
215
188
$30.1K 0.02%
5,000
189
$30.1K 0.02%
130
190
$29.6K 0.02%
1,500
+500
191
$29.5K 0.02%
483
192
$29.3K 0.02%
6,270
193
$29.3K 0.02%
400
194
$29.2K 0.02%
+6,000
195
$28.8K 0.02%
1,000
196
$28.7K 0.02%
1,000
+500
197
$28K 0.02%
7,000
198
$27.9K 0.02%
2,000
199
$27.9K 0.02%
+500
200
$27.4K 0.02%
1,000
6 7
8
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