FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
350
227
$12K 0.01%
1,000
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$11K 0.01%
+1,000
229
$11K 0.01%
3,000
230
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300
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200
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233
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234
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235
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170
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236
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80
237
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242
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248
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249
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250
$8K 0.01%
100
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