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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$38.5K
2
+$36.1K
3
+$21K
4
HD icon
Home Depot
HD
+$18K
5
CMCSA icon
Comcast
CMCSA
+$15.7K

Top Sells

1
+$1.4M
2
+$726K
3
+$691K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$639K
5
BA icon
Boeing
BA
+$370K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-127
402
– –
-35
403
– –
-108
404
– –
-1,500
13 14 15 16
17