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
$155M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.44M
3 +$1.42M
4
MSFT icon
Microsoft
MSFT
+$600K
5
APD icon
Air Products & Chemicals
APD
+$180K

Top Sells

1 +$2.18M
2 +$1.3M
3 +$670K
4
MRK icon
Merck
MRK
+$626K
5
CMCSA icon
Comcast
CMCSA
+$396K

Sector Composition

1 Technology 21.62%
2 Energy 12.68%
3 Industrials 12.03%
4 Healthcare 10.08%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.1K 0.01%
81
227
$18.9K 0.01%
173
228
$18.5K 0.01%
3,000
229
$18.4K 0.01%
110
230
$18.4K 0.01%
306
231
$18.3K 0.01%
2,000
232
$18.3K 0.01%
200
233
$18.3K 0.01%
1,500
234
$18.2K 0.01%
350
-270
235
$18.1K 0.01%
1,600
236
$17.5K 0.01%
207
237
$17.4K 0.01%
7,000
238
$16.6K 0.01%
2,000
239
$16.4K 0.01%
1,400
240
$16.4K 0.01%
4,000
241
$16.2K 0.01%
1,000
242
$16K 0.01%
300
243
$15.9K 0.01%
300
244
$15.8K 0.01%
7,000
245
$15.7K 0.01%
100
246
$15.7K 0.01%
3,000
247
$15.5K 0.01%
331
248
$15.5K 0.01%
2,200
249
$15.4K 0.01%
1,000
250
$15.2K 0.01%
593