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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.39%
10,546
-1,169
27
$1.74M 1.37%
34,475
-1,357
28
$1.66M 1.31%
40,872
-33,981
29
$1.27M 1%
17,430
-1,327
30
$1.13M 0.89%
31,506
-563
31
$1.12M 0.88%
17,841
-2,649
32
$820K 0.65%
7,719
+519
33
$810K 0.64%
38,630
-13,575
34
$760K 0.6%
6,672
-3,086
35
$664K 0.52%
7,036
-12,557
36
$497K 0.39%
7,120
-2,033
37
$493K 0.39%
6,322
-827
38
$440K 0.35%
2,410
-1,200
39
$405K 0.32%
3,015
+4
40
$402K 0.32%
15,195
-2,369
41
$387K 0.31%
+9,871
42
$381K 0.3%
12,819
-36
43
$377K 0.3%
10,960
-1,799
44
$360K 0.28%
1,150
45
$337K 0.27%
2,346
+398
46
$307K 0.24%
2,000
47
$290K 0.23%
11,919
+100
48
$288K 0.23%
1,990
+86
49
$287K 0.23%
3,020
50
$265K 0.21%
860
-79
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