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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.46M
3
+$7.4M
4
MSFT icon
Microsoft
MSFT
+$7.31M
5
ADBE icon
Adobe
ADBE
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.15%
+605
52
$205K 0.15%
+1,707
53
$199K 0.14%
+3,750
54
$173K 0.12%
+4,832
55
$168K 0.12%
+445
56
$167K 0.12%
+1,760
57
$165K 0.12%
+8,446
58
$160K 0.11%
+2,663
59
$158K 0.11%
+2,788
60
$150K 0.11%
+2,000
61
$149K 0.11%
+3,800
62
$144K 0.1%
+4,000
63
$142K 0.1%
+2,845
64
$141K 0.1%
+825
65
$141K 0.1%
+2,510
66
$125K 0.09%
+1,450
67
$123K 0.09%
+2,500
68
$119K 0.08%
+570
69
$119K 0.08%
+930
70
$118K 0.08%
+1,070
71
$115K 0.08%
+1,150
72
$112K 0.08%
+1,301
73
$104K 0.07%
+1,220
74
$103K 0.07%
+2,308
75
$98K 0.07%
+3,000
1 2
3
4 5