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
$164M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$608K
3
+$197K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$152K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$122K

Top Sells

1
+$1M
2
+$702K
3
+$135K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$111K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K

Sector Composition

1 Technology 20.95%
2 Industrials 13.64%
3 Healthcare 11.49%
4 Energy 10.33%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26.6K 0.02%
1,000
202
$26.4K 0.02%
1,500
203
$25.8K 0.02%
2,000
204
$25.8K 0.02%
10,000
+2,000
205
$25.8K 0.02%
2,000
206
$25.2K 0.02%
130
207
$25.2K 0.02%
186
+1
208
$25.1K 0.02%
300
209
$25K 0.02%
285
+1
210
$24.1K 0.01%
7,000
211
$23.9K 0.01%
250
-1,139
212
$23.6K 0.01%
254
+1
213
$23.5K 0.01%
200
-200
214
$23.5K 0.01%
204
+2
215
$23.2K 0.01%
1,110
216
$22.6K 0.01%
48
217
$22.2K 0.01%
2,000
218
$22.1K 0.01%
2,000
219
$22K 0.01%
371
+32
220
$22K 0.01%
266
221
$21.9K 0.01%
200
222
$21.8K 0.01%
1,400
223
$21.5K 0.01%
1,200
224
$21.4K 0.01%
4,000
+1,000
225
$21.1K 0.01%
+2,000
7 8
9
10 11