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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$659K
3
+$650K
4
BA icon
Boeing
BA
+$637K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$604K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$329K
4
HAL icon
Halliburton
HAL
+$317K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
2,000
202
$16K 0.01%
600
-600
203
$16K 0.01%
272
+1
204
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205
$16K 0.01%
1,368
+8
206
$16K 0.01%
242
+1
207
$16K 0.01%
140
208
$16K 0.01%
100
209
$16K 0.01%
1,400
210
$16K 0.01%
5,000
211
$16K 0.01%
2,000
212
$15K 0.01%
1,000
213
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150
214
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215
$15K 0.01%
360
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216
$15K 0.01%
227
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217
$15K 0.01%
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218
$14K 0.01%
2,500
219
$14K 0.01%
2,000
220
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1,200
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221
$14K 0.01%
75
222
$14K 0.01%
1,000
223
$14K 0.01%
88
224
$14K 0.01%
3,000
225
$14K 0.01%
500
7 8
9
10 11