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
$153M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.3M
3
+$670K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$302K
5
XOM icon
Exxon Mobil
XOM
+$207K

Top Sells

1
+$350K
2
+$335K
3
+$300K
4
KO icon
Coca-Cola
KO
+$187K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Technology 19.18%
2 Industrials 11.78%
3 Healthcare 9.6%
4 Consumer Discretionary 7.8%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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80
227
$16K 0.01%
600
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235
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239
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10
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