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
251
$14.7K 0.01%
2,000
252
$14.6K 0.01%
27
253
$14.6K 0.01%
22
254
$14.3K 0.01%
300
255
$14.1K 0.01%
10,000
+3,000
256
$14K 0.01%
300
257
$13.4K 0.01%
1,000
258
$13K 0.01%
36
259
$13K 0.01%
900
260
$12.6K 0.01%
1,000
261
$12.1K 0.01%
2,000
262
$11.8K 0.01%
300
263
$11.3K 0.01%
250
264
$10.6K 0.01%
230
265
$10.5K 0.01%
340
+100
266
$10.3K 0.01%
2,000
267
$9.96K 0.01%
66
268
$9.82K 0.01%
87
269
$9.56K 0.01%
600
270
$9.55K 0.01%
+100
271
$9.54K 0.01%
500
+200
272
$9.54K 0.01%
1,177
273
$9.52K 0.01%
+4,000
274
$9.39K 0.01%
+200
275
$9.34K 0.01%
979
9 10
11
12 13