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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.23%
2,739
-575
52
$207K 0.22%
2,250
53
$206K 0.22%
825
54
$198K 0.21%
1,500
55
$194K 0.21%
2,220
56
$180K 0.19%
2,946
57
$172K 0.18%
4,150
58
$171K 0.18%
1,940
59
$164K 0.18%
3,520
60
$163K 0.17%
6,551
-152
61
$160K 0.17%
1,580
62
$151K 0.16%
800
-355
63
$151K 0.16%
5,715
-1,830
64
$151K 0.16%
1,640
65
$150K 0.16%
1,847
+1
66
$141K 0.15%
3,500
67
$137K 0.15%
2,787
68
$135K 0.14%
1,735
+9
69
$133K 0.14%
700
70
$131K 0.14%
1,755
-565
71
$123K 0.13%
771
72
$121K 0.13%
1,450
-850
73
$118K 0.13%
1,070
74
$115K 0.12%
3,800
75
$104K 0.11%
2,000
-800
1 2
3
4 5