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
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$992K
3 +$990K
4
CSCO icon
Cisco
CSCO
+$319K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$223K

Top Sells

1 +$2.82M
2 +$2.21M
3 +$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.32M
5
ADBE icon
Adobe
ADBE
+$800K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-1,500
327
-3,000
328
-5,000