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
$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
251
$12K 0.01%
700
252
$12K 0.01%
1,000
253
$12K 0.01%
225
254
$12K 0.01%
+200
255
$12K 0.01%
2,000
256
$12K 0.01%
135
257
$11K 0.01%
500
258
$11K 0.01%
+346
259
$11K 0.01%
+1,000
260
$11K 0.01%
1,000
261
$11K 0.01%
340
262
$10K 0.01%
110
263
$10K 0.01%
36
264
$10K 0.01%
+67
265
$10K 0.01%
+3,000
266
$10K 0.01%
380
+4
267
$10K 0.01%
126
268
$10K 0.01%
979
269
$9K 0.01%
323
270
$9K 0.01%
500
271
$8K 0.01%
232
272
$8K 0.01%
+1,000
273
$8K 0.01%
520
274
$8K 0.01%
1,000
275
$8K 0.01%
2,500
9 10
11
12 13