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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.46M
3
+$7.4M
4
MSFT icon
Microsoft
MSFT
+$7.31M
5
ADBE icon
Adobe
ADBE
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.56%
+28,301
27
$2.15M 1.52%
+99,009
28
$1.92M 1.36%
+34,967
29
$1.28M 0.91%
+31,139
30
$1.17M 0.83%
+14,586
31
$813K 0.57%
+37,229
32
$642K 0.45%
+3,815
33
$628K 0.44%
+9,703
34
$590K 0.42%
+3,105
35
$524K 0.37%
+3,240
36
$501K 0.35%
+8,074
37
$444K 0.31%
+3,479
38
$377K 0.27%
+1,232
39
$362K 0.26%
+5,860
40
$354K 0.25%
+11,270
41
$328K 0.23%
+2,000
42
$303K 0.21%
+9,280
43
$300K 0.21%
+840
44
$275K 0.19%
+3,420
45
$273K 0.19%
+15,301
46
$272K 0.19%
+1,180
47
$260K 0.18%
+1,866
48
$258K 0.18%
+3,020
49
$228K 0.16%
+15,590
50
$226K 0.16%
+12,086
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