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
351
$5K ﹤0.01%
+31
352
$5K ﹤0.01%
+77
353
$4K ﹤0.01%
+40
354
$4K ﹤0.01%
+35
355
$4K ﹤0.01%
+218
356
$4K ﹤0.01%
+30
357
$4K ﹤0.01%
+60
358
$4K ﹤0.01%
+25
359
$4K ﹤0.01%
+60
360
$4K ﹤0.01%
+35
361
$4K ﹤0.01%
+40
362
$4K ﹤0.01%
+36
363
$4K ﹤0.01%
+120
364
$4K ﹤0.01%
+80
365
$4K ﹤0.01%
+7,000
366
$4K ﹤0.01%
+120
367
$3K ﹤0.01%
+25
368
$3K ﹤0.01%
+20
369
$3K ﹤0.01%
+30
370
$3K ﹤0.01%
+53
371
$3K ﹤0.01%
+400
372
$3K ﹤0.01%
+50
373
$2K ﹤0.01%
+15
374
$2K ﹤0.01%
+175
375
$2K ﹤0.01%
+94
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15
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