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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.02%
+487
227
$21K 0.02%
2,000
228
$20K 0.02%
300
229
$20K 0.02%
8,000
+2,000
230
$20K 0.02%
1,000
231
$20K 0.02%
1,388
+696
232
$20K 0.02%
1,110
233
$20K 0.02%
735
234
$19K 0.02%
+303
235
$19K 0.02%
+194
236
$19K 0.02%
3,000
237
$18K 0.01%
+1,400
238
$18K 0.01%
126
+1
239
$18K 0.01%
3,000
+1,000
240
$18K 0.01%
+330
241
$18K 0.01%
+157
242
$18K 0.01%
+170
243
$17K 0.01%
173
244
$17K 0.01%
152
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245
$17K 0.01%
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246
$17K 0.01%
221
247
$17K 0.01%
+5,952
248
$17K 0.01%
278
+2
249
$17K 0.01%
247
+2
250
$17K 0.01%
+347
8 9
10
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