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
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$992K
3
+$990K
4
CSCO icon
Cisco
CSCO
+$319K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$223K

Top Sells

1
+$2.82M
2
+$2.21M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.32M
5
ADBE icon
Adobe
ADBE
+$800K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
46
277
$4K ﹤0.01%
500
278
$4K ﹤0.01%
2,000
+1,000
279
$4K ﹤0.01%
1,000
280
$4K ﹤0.01%
118
281
$4K ﹤0.01%
1,000
282
$4K ﹤0.01%
31
283
$3K ﹤0.01%
250
284
$3K ﹤0.01%
100
285
$3K ﹤0.01%
455
286
$3K ﹤0.01%
500
287
$3K ﹤0.01%
300
288
$3K ﹤0.01%
1,000
289
$3K ﹤0.01%
232
290
$3K ﹤0.01%
97
291
$3K ﹤0.01%
148
292
$3K ﹤0.01%
2,000
293
$3K ﹤0.01%
114
294
$2K ﹤0.01%
20
295
$2K ﹤0.01%
112
296
$2K ﹤0.01%
2,500
297
$2K ﹤0.01%
+5
298
$1K ﹤0.01%
2,000
299
$1K ﹤0.01%
218
300
$1K ﹤0.01%
250
10 11
12
13 14