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
26
$1.82M 1.63%
+55,953
27
$1.76M 1.58%
+11,995
28
$1.72M 1.55%
+47,703
29
$1.58M 1.42%
+65,829
30
$1.53M 1.37%
+5,702
31
$1.41M 1.27%
+46,695
32
$1.26M 1.13%
+15,935
33
$1.2M 1.08%
+15,379
34
$1.11M 1%
+6,755
35
$1.08M 0.97%
+12,328
36
$1.06M 0.95%
+12,920
37
$1.06M 0.95%
+8,484
38
$1.03M 0.93%
+9,217
39
$1.01M 0.91%
+13,759
40
$974K 0.88%
+19,787
41
$871K 0.78%
+14,372
42
$870K 0.78%
+3,975
43
$847K 0.76%
+17,940
44
$841K 0.76%
+14,057
45
$818K 0.74%
+9,102
46
$807K 0.73%
+8,891
47
$701K 0.63%
+5,325
48
$661K 0.59%
+13,249
49
$614K 0.55%
+13,767
50
$594K 0.53%
+8,322
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