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
$154M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$1.94M
3 +$227K
4
WMT icon
Walmart
WMT
+$169K
5
HEI icon
HEICO Corp
HEI
+$138K

Top Sells

1 +$863K
2 +$315K
3 +$206K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$175K
5
AAPL icon
Apple
AAPL
+$170K

Sector Composition

1 Technology 21.01%
2 Industrials 13.18%
3 Healthcare 11.55%
4 Energy 11.32%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$26.9K 0.02%
4,000
202
$26.4K 0.02%
2,000
203
$26.4K 0.02%
151
204
$26.4K 0.02%
1,500
205
$26.4K 0.02%
2,000
206
$26.3K 0.02%
232
207
$26.2K 0.02%
1,500
208
$26.1K 0.02%
8,000
209
$25.8K 0.02%
1,350
210
$25.1K 0.02%
235
211
$24.9K 0.02%
735
212
$23.9K 0.02%
284
213
$23.9K 0.02%
2,000
214
$23.1K 0.02%
2,000
215
$23.1K 0.02%
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216
$23.1K 0.02%
+300
217
$22.8K 0.01%
1,200
218
$22.7K 0.01%
1,500
219
$22.6K 0.01%
185
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220
$22.5K 0.01%
22
221
$22K 0.01%
266
222
$21.7K 0.01%
253
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223
$21.5K 0.01%
1,000
224
$21.3K 0.01%
1,000
225
$21.1K 0.01%
300