FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$9.46M
3 +$7.4M
4
MSFT icon
Microsoft
MSFT
+$7.31M
5
ADBE icon
Adobe
ADBE
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$5K ﹤0.01%
+112
277
$5K ﹤0.01%
+300
278
$5K ﹤0.01%
+46
279
$5K ﹤0.01%
+500
280
$4K ﹤0.01%
+200
281
$4K ﹤0.01%
+250
282
$4K ﹤0.01%
+114
283
$3K ﹤0.01%
+250
284
$3K ﹤0.01%
+77
285
$3K ﹤0.01%
+2,500
286
$1K ﹤0.01%
+33
287
$1K ﹤0.01%
+218
288
$1K ﹤0.01%
+29
289
$1K ﹤0.01%
+23
290
$1K ﹤0.01%
+19
291
$1K ﹤0.01%
+19
292
$0 ﹤0.01%
+5
293
$0 ﹤0.01%
+8
294
$0 ﹤0.01%
+2
295
$0 ﹤0.01%
+6
296
$0 ﹤0.01%
+3
297
$0 ﹤0.01%
+5