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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$576K 0.52%
+6,975
52
$574K 0.52%
+5,352
53
$543K 0.49%
+26,500
54
$518K 0.47%
+7,332
55
$516K 0.46%
+11,630
56
$514K 0.46%
+6,482
57
$491K 0.44%
+20,810
58
$386K 0.35%
+12,615
59
$382K 0.34%
+13,830
60
$328K 0.29%
+1,590
61
$323K 0.29%
+1,371
62
$295K 0.27%
+3,700
63
$282K 0.25%
+3,500
64
$282K 0.25%
+4,376
65
$276K 0.25%
+6,607
66
$276K 0.25%
+3,145
67
$270K 0.24%
+6,100
68
$257K 0.23%
+1,609
69
$242K 0.22%
+5,606
70
$239K 0.21%
+2,125
71
$239K 0.21%
+4,535
72
$222K 0.2%
+2,280
73
$221K 0.2%
+12,400
74
$217K 0.2%
+4,990
75
$214K 0.19%
+4,250
1 2
3
4 5