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
$113M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$748K
4
IBB icon
iShares Biotechnology ETF
IBB
+$52.3K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Top Sells

1
+$113K
2
+$83.1K
3
+$70.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$64.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Sector Composition

1 Technology 22.34%
2 Industrials 14.47%
3 Energy 12.19%
4 Healthcare 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.02%
738
202
$16K 0.01%
339
203
$16K 0.01%
4,000
204
$16K 0.01%
1,000
205
$16K 0.01%
3,000
206
$15K 0.01%
1,000
207
$15K 0.01%
173
208
$15K 0.01%
700
209
$15K 0.01%
150
210
$15K 0.01%
422
+7
211
$15K 0.01%
2,000
212
$15K 0.01%
2,500
213
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1,000
214
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+270
215
$15K 0.01%
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216
$15K 0.01%
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217
$15K 0.01%
1,000
218
$14K 0.01%
1,000
219
$14K 0.01%
355
220
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221
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222
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223
$14K 0.01%
88
224
$14K 0.01%
1,000
225
$14K 0.01%
2,500
+1,000
7 8
9
10 11