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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
PepsiCo
PEP
+$972K

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.2%
840
52
$291K 0.2%
5,349
+3,942
53
$275K 0.19%
2,060
+1,260
54
$273K 0.19%
3,750
55
$266K 0.18%
1,901
56
$265K 0.18%
12,267
+900
57
$236K 0.16%
605
58
$226K 0.15%
1,702
59
$213K 0.15%
+10,278
60
$202K 0.14%
780
61
$200K 0.14%
445
62
$174K 0.12%
+817
63
$170K 0.12%
1,150
64
$168K 0.12%
1,304
+1
65
$167K 0.11%
2,663
66
$167K 0.11%
1,618
+4
67
$157K 0.11%
4,300
+300
68
$156K 0.11%
2,500
69
$131K 0.09%
600
70
$127K 0.09%
1,479
71
$123K 0.08%
1,210
-10
72
$122K 0.08%
7,795
73
$122K 0.08%
2,360
+630
74
$121K 0.08%
2,000
-500
75
$121K 0.08%
1,093
1 2
3
4 5