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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
PepsiCo
PEP
+$972K

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-76
327
– –
-66
328
– –
-110
329
– –
-96
330
– –
-46
331
$0 ﹤0.01%
5
332
$0 ﹤0.01%
6
333
$0 ﹤0.01%
3
334
– –
-300
335
$0 ﹤0.01%
2
336
$0 ﹤0.01%
+4
337
– –
-200
338
– –
-1,500
339
– –
-7,300
340
– –
-500
10 11 12 13
14