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
326
$1.98K ﹤0.01%
12
327
$1.96K ﹤0.01%
+20
328
$1.8K ﹤0.01%
48
329
$1.78K ﹤0.01%
+50
330
$1.66K ﹤0.01%
21
331
$1.63K ﹤0.01%
22
332
$1.57K ﹤0.01%
33
333
$1.57K ﹤0.01%
37
334
$1.55K ﹤0.01%
42
335
$1.51K ﹤0.01%
37
336
$1.48K ﹤0.01%
400
337
$1.38K ﹤0.01%
375
+350
338
$1.25K ﹤0.01%
80
+70
339
$1.14K ﹤0.01%
2,000
340
$1.11K ﹤0.01%
39
+1
341
$1.11K ﹤0.01%
45
+1
342
$1.07K ﹤0.01%
28
343
$1.04K ﹤0.01%
47
344
$873 ﹤0.01%
23
345
$838 ﹤0.01%
250
346
$820 ﹤0.01%
35
347
$780 ﹤0.01%
6
348
$648 ﹤0.01%
5
349
$622 ﹤0.01%
10
350
$546 ﹤0.01%
9
12 13
14
15 16