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
351
$544 ﹤0.01%
16
+1
352
$523 ﹤0.01%
5
353
$498 ﹤0.01%
20
354
$497 ﹤0.01%
+50
355
$467 ﹤0.01%
7
356
$467 ﹤0.01%
9
357
$440 ﹤0.01%
10
358
$437 ﹤0.01%
8
359
$425 ﹤0.01%
+20
360
$369 ﹤0.01%
5
361
$339 ﹤0.01%
+50
362
$325 ﹤0.01%
12
363
$233 ﹤0.01%
8
364
$223 ﹤0.01%
5
365
$215 ﹤0.01%
4
366
$214 ﹤0.01%
3
367
$141 ﹤0.01%
25
368
$87 ﹤0.01%
2
369
$33 ﹤0.01%
2
370
$11 ﹤0.01%
1
371
– –
-500
372
– –
-375
373
– –
-7,000
374
– –
-50
375
– –
-374
12 13 14
15
16