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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$265K 0.21%
840
52
$251K 0.2%
2,300
+240
53
$246K 0.19%
1,250
-450
54
$235K 0.19%
3,714
-36
55
$232K 0.18%
5,444
+154
56
$213K 0.17%
445
57
$207K 0.16%
5,860
58
$203K 0.16%
10,278
59
$199K 0.16%
817
60
$190K 0.15%
5,070
+200
61
$190K 0.15%
370
-170
62
$185K 0.15%
2,715
+135
63
$183K 0.14%
1,720
64
$177K 0.14%
2,500
65
$171K 0.13%
1,678
+54
66
$170K 0.13%
1,202
67
$170K 0.13%
1,238
+532
68
$155K 0.12%
1,150
69
$138K 0.11%
2,000
70
$135K 0.11%
4,300
71
$134K 0.11%
510
72
$134K 0.11%
597
-183
73
$131K 0.1%
+9,776
74
$122K 0.1%
1,479
75
$120K 0.09%
1,093
1 2
3
4 5