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
$138M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$82.2K
2
+$55.9K
3
+$41.4K
4
IYW icon
iShares US Technology ETF
IYW
+$41K
5
HES
Hess
HES
+$28.8K

Top Sells

1
+$744K
2
+$462K
3
+$272K
4
ADBE icon
Adobe
ADBE
+$196K
5
EMR icon
Emerson Electric
EMR
+$156K

Sector Composition

1 Technology 19.7%
2 Industrials 16.15%
3 Energy 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26.5K 0.02%
232
202
$26.4K 0.02%
700
-400
203
$26.3K 0.02%
620
204
$26.2K 0.02%
4,000
205
$26.1K 0.02%
600
206
$25.8K 0.02%
8,000
207
$25.8K 0.02%
520
208
$25.4K 0.02%
2,000
209
$25.4K 0.02%
234
210
$24.9K 0.02%
2,000
211
$24.5K 0.02%
+50
212
$24K 0.02%
1,000
213
$23.8K 0.02%
800
-1,417
214
$22.8K 0.02%
735
215
$22.6K 0.02%
8,000
216
$22.2K 0.02%
1,110
217
$21.6K 0.02%
301
-452
218
$21.4K 0.02%
283
+1
219
$21.4K 0.02%
1,500
220
$21.3K 0.02%
+1,200
221
$21.3K 0.02%
1,400
222
$21.2K 0.02%
260
223
$21K 0.02%
252
+1
224
$20.8K 0.02%
4,000
225
$20.6K 0.01%
2,000
7 8
9
10 11