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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K 0.01%
+3,000
327
$9K 0.01%
240
+236
328
$9K 0.01%
1,177
329
$9K 0.01%
+1,000
330
$9K 0.01%
+300
331
$9K 0.01%
+222
332
$9K 0.01%
257
333
$8K 0.01%
+110
334
$8K 0.01%
+16
335
$8K 0.01%
+600
336
$8K 0.01%
200
-200
337
$8K 0.01%
+91
338
$8K 0.01%
+1,000
339
$8K 0.01%
+261
340
$8K 0.01%
+114
341
$8K 0.01%
4,000
+1,000
342
$8K 0.01%
800
+600
343
$8K 0.01%
36
344
$8K 0.01%
+200
345
$8K 0.01%
133
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346
$8K 0.01%
+152
347
$7K 0.01%
200
-50
348
$7K 0.01%
122
349
$7K 0.01%
128
+1
350
$6K ﹤0.01%
+175
12 13
14
15 16