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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K 0.01%
+1,000
327
$7K 0.01%
+6
328
$7K 0.01%
+267
329
$7K 0.01%
+3,000
330
$6K 0.01%
+120
331
$6K 0.01%
+50
332
$6K 0.01%
+6,000
333
$6K 0.01%
+506
334
$6K 0.01%
+153
335
$6K 0.01%
+750
336
$6K 0.01%
+100
337
$6K 0.01%
+155
338
$6K 0.01%
+250
339
$6K 0.01%
+600
340
$6K 0.01%
+2,000
341
$6K 0.01%
+282
342
$5K ﹤0.01%
+3,000
343
$5K ﹤0.01%
+150
344
$5K ﹤0.01%
+1,000
345
$5K ﹤0.01%
+100
346
$5K ﹤0.01%
+45
347
$5K ﹤0.01%
+333
348
$5K ﹤0.01%
+200
349
$5K ﹤0.01%
+170
350
$5K ﹤0.01%
+35
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