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
251
$16K 0.01%
339
252
$16K 0.01%
+200
253
$16K 0.01%
345
254
$16K 0.01%
121
255
$16K 0.01%
+101
256
$16K 0.01%
1,500
257
$16K 0.01%
+1,000
258
$16K 0.01%
+1,034
259
$16K 0.01%
71
260
$15K 0.01%
2,000
261
$15K 0.01%
400
262
$15K 0.01%
3,034
263
$15K 0.01%
+100
264
$15K 0.01%
1,000
265
$15K 0.01%
625
266
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+5,000
267
$15K 0.01%
700
268
$15K 0.01%
400
+100
269
$15K 0.01%
+236
270
$15K 0.01%
205
+2
271
$14K 0.01%
+319
272
$14K 0.01%
85
273
$14K 0.01%
80
274
$14K 0.01%
+738
275
$14K 0.01%
198
+4
9 10
11
12 13