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
351
$6K ﹤0.01%
520
352
$6K ﹤0.01%
+82
353
$6K ﹤0.01%
+80
354
$6K ﹤0.01%
284
+142
355
$6K ﹤0.01%
46
356
$6K ﹤0.01%
+64
357
$6K ﹤0.01%
47
-23
358
$6K ﹤0.01%
150
359
$6K ﹤0.01%
+2,000
360
$6K ﹤0.01%
+51
361
$6K ﹤0.01%
60
-210
362
$6K ﹤0.01%
8
363
$5K ﹤0.01%
+35
364
$5K ﹤0.01%
232
365
$5K ﹤0.01%
+99
366
$5K ﹤0.01%
+52
367
$5K ﹤0.01%
667
+334
368
$5K ﹤0.01%
+42
369
$5K ﹤0.01%
+17
370
$4K ﹤0.01%
1,000
371
$4K ﹤0.01%
218
372
$4K ﹤0.01%
100
373
$4K ﹤0.01%
112
374
$4K ﹤0.01%
100
375
$4K ﹤0.01%
+35
13 14
15
16 17