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
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.63%
57,581
+643
27
$1.91M 1.61%
70,850
+12,996
28
$1.79M 1.51%
5,297
29
$1.75M 1.47%
26,954
+1,150
30
$1.52M 1.28%
16,352
+220
31
$1.51M 1.27%
29,235
32
$1.3M 1.1%
11,845
+2
33
$1.25M 1.05%
21,004
+650
34
$1.17M 0.99%
10,751
-315
35
$1.1M 0.93%
23,462
+1,150
36
$1.05M 0.89%
15,412
+760
37
$1.05M 0.88%
8,188
-35
38
$974K 0.82%
64,674
-1,790
39
$924K 0.78%
14,846
+360
40
$870K 0.73%
12,144
-845
41
$676K 0.57%
6,140
-125
42
$667K 0.56%
12,826
+78
43
$607K 0.51%
27,525
-2,475
44
$602K 0.51%
13,167
45
$597K 0.5%
7,540
+48
46
$583K 0.49%
5,567
+200
47
$564K 0.47%
18,810
-1
48
$557K 0.47%
7,022
-1,695
49
$529K 0.45%
8,485
50
$516K 0.43%
2,575
1
2
3 4 5