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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.59M
3
+$1.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.8K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$50.9K

Top Sells

1
+$998K
2
+$194K
3
+$136K
4
WFC icon
Wells Fargo
WFC
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24.4K 0.02%
151
-200
202
$24.3K 0.02%
2,400
+500
203
$23.8K 0.02%
1,350
-872
204
$23.7K 0.02%
1,000
205
$23.5K 0.02%
300
206
$23.2K 0.02%
735
207
$23.1K 0.02%
1,110
208
$23K 0.02%
2,000
209
$22.6K 0.02%
1,500
210
$22.4K 0.02%
1,000
211
$22.4K 0.02%
260
212
$22.2K 0.02%
8,000
213
$22.1K 0.01%
3,000
214
$22K 0.01%
252
215
$21.8K 0.01%
1,000
216
$21.7K 0.01%
2,000
217
$21.4K 0.01%
+1,000
218
$21.4K 0.01%
22
219
$21K 0.01%
48
220
$20.9K 0.01%
+50
221
$20.8K 0.01%
1,000
222
$20.4K 0.01%
162
223
$20.3K 0.01%
1,000
224
$20.3K 0.01%
1,000
225
$20.2K 0.01%
400
7 8
9
10 11