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
276
$10K 0.01%
36
277
$9K 0.01%
3,000
278
$9K 0.01%
+3,000
279
$9K 0.01%
323
280
$9K 0.01%
200
-400
281
$9K 0.01%
+1,000
282
$8K 0.01%
520
283
$7K ﹤0.01%
232
284
$7K ﹤0.01%
+105
285
$7K ﹤0.01%
122
286
$6K ﹤0.01%
250
287
$6K ﹤0.01%
150
288
$6K ﹤0.01%
46
289
$5K ﹤0.01%
100
-280
290
$5K ﹤0.01%
112
291
$5K ﹤0.01%
3
-2
292
$5K ﹤0.01%
148
293
$4K ﹤0.01%
30
294
$4K ﹤0.01%
+200
295
$3K ﹤0.01%
250
296
$2K ﹤0.01%
+83
297
$2K ﹤0.01%
24
298
$2K ﹤0.01%
20
299
$1K ﹤0.01%
20
300
$1K ﹤0.01%
33
10 11
12
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