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
276
$9.25K 0.01%
152
277
$9.24K 0.01%
65
278
$9.2K 0.01%
5,000
+4,000
279
$9.18K 0.01%
14,000
280
$9.11K 0.01%
89
281
$8.77K 0.01%
200
282
$8.71K 0.01%
1,000
283
$8.54K 0.01%
1,820
284
$8.34K 0.01%
200
-60
285
$8.22K 0.01%
1,000
286
$8.13K 0.01%
3,000
287
$7.94K 0.01%
112
288
$7.85K 0.01%
+200
289
$7.3K ﹤0.01%
1,500
290
$7.2K ﹤0.01%
100
291
$6.96K ﹤0.01%
200
292
$6.93K ﹤0.01%
76
293
$6.51K ﹤0.01%
105
294
$6.51K ﹤0.01%
1,600
295
$6.4K ﹤0.01%
1,000
296
$6.38K ﹤0.01%
2,800
297
$6.38K ﹤0.01%
83
298
$6.27K ﹤0.01%
1,600
299
$6.21K ﹤0.01%
+500
300
$5.96K ﹤0.01%
73
10 11
12
13 14