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
$156M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$28K
2
+$10K
3
+$4K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.24%
35,832
27
$1.9M 1.22%
24,767
28
$1.58M 1.02%
18,757
29
$1.29M 0.83%
13,887
30
$1.26M 0.81%
9,758
31
$1.25M 0.8%
8,640
32
$1.21M 0.78%
20,490
33
$1.2M 0.77%
7,200
34
$970K 0.62%
52,205
35
$960K 0.62%
32,069
36
$798K 0.51%
9,153
37
$774K 0.5%
3,610
38
$727K 0.47%
17,564
39
$705K 0.45%
12,759
40
$645K 0.41%
7,149
41
$490K 0.31%
3,011
42
$483K 0.31%
3,020
43
$431K 0.28%
1,150
44
$398K 0.26%
12,855
45
$377K 0.24%
2,000
46
$368K 0.24%
1,700
47
$341K 0.22%
939
48
$335K 0.21%
5,290
49
$320K 0.21%
1,904
50
$319K 0.2%
1,948
1
2
3 4 5