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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.25M
3
+$2.24M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
INTC icon
Intel
INTC
+$1.26M

Top Sells

1
+$1.94M
2
+$1.29M
3
+$518K
4
PSX icon
Phillips 66
PSX
+$375K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$141K

Sector Composition

1 Technology 21.59%
2 Industrials 13.96%
3 Energy 12.64%
4 Healthcare 10.81%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
500
-175
202
$16K 0.01%
140
-7
203
$16K 0.01%
1,400
+400
204
$16K 0.01%
5,000
205
$15K 0.01%
3,600
206
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2,000
207
$15K 0.01%
150
208
$15K 0.01%
430
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209
$15K 0.01%
175
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210
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2,000
211
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271
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212
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2,500
213
$15K 0.01%
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+1,000
214
$14K 0.01%
88
215
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216
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217
$14K 0.01%
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218
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219
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222
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223
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241
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224
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225
$14K 0.01%
75
7 8
9
10 11