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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
800
-800
302
$4K ﹤0.01%
60
303
$4K ﹤0.01%
44
304
$4K ﹤0.01%
81
305
$4K ﹤0.01%
1,000
306
$4K ﹤0.01%
6
307
$4K ﹤0.01%
7,000
+4,000
308
$4K ﹤0.01%
+35
309
$3K ﹤0.01%
1,000
310
$3K ﹤0.01%
20
311
$3K ﹤0.01%
+33
312
$3K ﹤0.01%
25
+1
313
$3K ﹤0.01%
109
+2
314
$3K ﹤0.01%
29
315
$3K ﹤0.01%
+72
316
$3K ﹤0.01%
+336
317
$3K ﹤0.01%
+63
318
$3K ﹤0.01%
30
+16
319
$3K ﹤0.01%
2,000
320
$3K ﹤0.01%
1,000
321
$3K ﹤0.01%
256
322
$2K ﹤0.01%
30
-770
323
$2K ﹤0.01%
112
324
$2K ﹤0.01%
+26
325
$2K ﹤0.01%
+13
11 12
13
14 15