FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
-0.08%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
-$7.54M
(-4.9%)
Cap. Flow
-$7.12M
Cap. Flow
% of AUM
-4.88%
Top 10 Holdings %
Top 10 Hldgs %
45.84%
Holding
340
New
31
Increased
62
Reduced
47
Closed
27
Top Buys
| 1 |
Amazon
AMZN
|
$1.19M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.04M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$591K |
| 4 |
Lockheed Martin
LMT
|
$277K |
| 5 |
Cisco
CSCO
|
$214K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.77M |
| 2 |
Pfizer
PFE
|
$1.09M |
| 3 |
Apple
AAPL
|
$1.01M |
| 4 |
AT&T
T
|
$1M |
| 5 |
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% |
