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
$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
251
$13K 0.01%
4,970
252
$13K 0.01%
135
253
$13K 0.01%
80
-500
254
$13K 0.01%
+3,000
255
$13K 0.01%
2,000
256
$12K 0.01%
+3,000
257
$12K 0.01%
+400
258
$12K 0.01%
3,000
-1,000
259
$12K 0.01%
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260
$12K 0.01%
1,000
261
$12K 0.01%
167
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262
$12K 0.01%
500
263
$12K 0.01%
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264
$11K 0.01%
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265
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979
266
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267
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268
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346
269
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270
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272
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+1,000
273
$10K 0.01%
1,000
274
$10K 0.01%
192
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275
$10K 0.01%
1,000
9 10
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