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
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$9.46M
3 +$7.4M
4
MSFT icon
Microsoft
MSFT
+$7.31M
5
ADBE icon
Adobe
ADBE
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15K 0.01%
+400
227
$15K 0.01%
+250
228
$15K 0.01%
+7,000
229
$14K 0.01%
+173
230
$14K 0.01%
+88
231
$13K 0.01%
+1,000
232
$12K 0.01%
+2,500
233
$12K 0.01%
+1,200
234
$12K 0.01%
+4,000
235
$12K 0.01%
+1,000
236
$12K 0.01%
+2,000
237
$11K 0.01%
+2,000
238
$11K 0.01%
+1,000
239
$11K 0.01%
+118
240
$11K 0.01%
+1,000
241
$11K 0.01%
+45
242
$11K 0.01%
+1,000
243
$11K 0.01%
+225
244
$11K 0.01%
+333
245
$11K 0.01%
+164
246
$11K 0.01%
+170
247
$11K 0.01%
+800
248
$10K 0.01%
+2,000
249
$10K 0.01%
+110
250
$10K 0.01%
+600