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
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$528K
3
+$498K
4
IBB icon
iShares Biotechnology ETF
IBB
+$198K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.7K

Top Sells

1
+$925K
2
+$802K
3
+$280K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$172K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
1,000
202
$16K 0.01%
2,500
203
$16K 0.01%
4
204
$15K 0.01%
339
205
$15K 0.01%
600
206
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1,000
207
$15K 0.01%
175
-21
208
$15K 0.01%
300
209
$15K 0.01%
140
210
$15K 0.01%
+100
211
$14K 0.01%
700
212
$14K 0.01%
350
-250
213
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125
214
$14K 0.01%
1,000
215
$14K 0.01%
200
216
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217
$14K 0.01%
75
218
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150
219
$13K 0.01%
10,000
220
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3,000
221
$13K 0.01%
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222
$13K 0.01%
2,000
223
$13K 0.01%
1,500
224
$13K 0.01%
700
225
$13K 0.01%
12,000
7 8
9
10 11