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
$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
251
$10K 0.01%
+2,000
252
$9K 0.01%
+36
253
$9K 0.01%
+1,000
254
$9K 0.01%
+1,000
255
$9K 0.01%
+126
256
$9K 0.01%
+4,970
257
$9K 0.01%
+979
258
$8K 0.01%
+135
259
$8K 0.01%
+500
260
$8K 0.01%
+520
261
$8K 0.01%
+1,200
262
$8K 0.01%
+757
263
$7K 0.01%
+40
264
$7K 0.01%
+30
265
$7K 0.01%
+323
266
$7K 0.01%
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267
$7K 0.01%
+372
268
$7K 0.01%
+500
269
$6K ﹤0.01%
+435
270
$6K ﹤0.01%
+1,500
271
$6K ﹤0.01%
+588
272
$6K ﹤0.01%
+300
273
$5K ﹤0.01%
+97
274
$5K ﹤0.01%
+148
275
$5K ﹤0.01%
+150