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
301
$5.96K ﹤0.01%
19
302
$5.66K ﹤0.01%
100
303
$5.55K ﹤0.01%
132
304
$5.47K ﹤0.01%
25
305
$5.42K ﹤0.01%
+12,000
306
$5.19K ﹤0.01%
1,000
307
$4.9K ﹤0.01%
101
308
$4.77K ﹤0.01%
500
309
$4.77K ﹤0.01%
3,000
310
$4.7K ﹤0.01%
2,000
311
$4.63K ﹤0.01%
77
312
$4.28K ﹤0.01%
27
313
$4.23K ﹤0.01%
13
314
$4.19K ﹤0.01%
95
315
$3.98K ﹤0.01%
24
316
$3.36K ﹤0.01%
100
317
$3.21K ﹤0.01%
83
318
$2.92K ﹤0.01%
46
319
$2.82K ﹤0.01%
25
320
$2.6K ﹤0.01%
125
+75
321
$2.39K ﹤0.01%
84
322
$2.35K ﹤0.01%
33
323
$2.27K ﹤0.01%
12
324
$2.25K ﹤0.01%
+25
325
$2.18K ﹤0.01%
69
11 12
13
14 15