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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
PepsiCo
PEP
+$972K

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.31%
25,365
-2,075
27
$1.8M 1.24%
11,981
-6,465
28
$1.54M 1.05%
18,748
+813
29
$1.32M 0.9%
31,160
+1,195
30
$1.32M 0.9%
13,996
-875
31
$1.21M 0.83%
22,126
+1,086
32
$1.2M 0.82%
7,280
+7,240
33
$1.15M 0.79%
8,600
+7,800
34
$1.09M 0.75%
20,857
-8,555
35
$951K 0.65%
32,069
-3,220
36
$806K 0.55%
9,253
-300
37
$679K 0.47%
5,320
+4,630
38
$674K 0.46%
7,173
+843
39
$665K 0.46%
3,650
-115
40
$621K 0.43%
30,445
-49,175
41
$451K 0.31%
3,009
-174
42
$404K 0.28%
12,937
+917
43
$393K 0.27%
3,020
44
$384K 0.26%
2,000
45
$379K 0.26%
1,700
+100
46
$377K 0.26%
5,860
47
$342K 0.23%
1,150
48
$325K 0.22%
961
-271
49
$298K 0.2%
1,904
50
$293K 0.2%
5,505
+1,225
1
2
3 4 5