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
376
$3K ﹤0.01%
24
377
$3K ﹤0.01%
+10
378
$3K ﹤0.01%
258
379
$3K ﹤0.01%
+76
380
$3K ﹤0.01%
3,000
381
$2K ﹤0.01%
+45
382
$2K ﹤0.01%
70
-35
383
$2K ﹤0.01%
+120
384
$2K ﹤0.01%
+27
385
$2K ﹤0.01%
1,000
386
$1K ﹤0.01%
33
387
$1K ﹤0.01%
34
+1
388
$1K ﹤0.01%
6
389
$1K ﹤0.01%
20
390
$1K ﹤0.01%
+79
391
$1K ﹤0.01%
20
392
$1K ﹤0.01%
108
+54
393
$0 ﹤0.01%
+1
394
$0 ﹤0.01%
50
395
– –
-360
396
$0 ﹤0.01%
5
397
$0 ﹤0.01%
6
398
$0 ﹤0.01%
5
399
$0 ﹤0.01%
9
400
– –
-208
13 14 15
16
17