FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
PepsiCo
PEP
+$972K

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
350
227
$18K 0.01%
600
228
$17K 0.01%
2,000
+1,000
229
$17K 0.01%
70
230
$17K 0.01%
200
+133
231
$17K 0.01%
+484
232
$17K 0.01%
221
233
$17K 0.01%
257
234
$16K 0.01%
1,000
235
$16K 0.01%
3,000
236
$16K 0.01%
85
237
$16K 0.01%
404
+2
238
$16K 0.01%
757
239
$15K 0.01%
80
240
$15K 0.01%
250
241
$15K 0.01%
50
242
$15K 0.01%
700
243
$15K 0.01%
600
244
$15K 0.01%
+1,000
245
$15K 0.01%
150
246
$14K 0.01%
173
247
$14K 0.01%
+1,600
248
$14K 0.01%
118
249
$13K 0.01%
+3,000
250
$13K 0.01%
2,000
8 9
10
11 12