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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.19%
+2,590
77
$206K 0.19%
+1,500
78
$190K 0.17%
+1,830
79
$185K 0.17%
+6,000
80
$178K 0.16%
+2,000
81
$177K 0.16%
+2,100
82
$170K 0.15%
+1,570
83
$161K 0.14%
+680
84
$161K 0.14%
+1,941
85
$159K 0.14%
+3,900
86
$153K 0.14%
+1,969
87
$150K 0.13%
+1,530
88
$144K 0.13%
+2,886
89
$140K 0.13%
+4,203
90
$140K 0.13%
+1,740
91
$135K 0.12%
+2,030
92
$135K 0.12%
+825
93
$127K 0.11%
+4,000
94
$125K 0.11%
+8,610
95
$124K 0.11%
+1,025
96
$124K 0.11%
+2,787
97
$119K 0.11%
+2,800
98
$119K 0.11%
+2,477
99
$118K 0.11%
+4,310
100
$118K 0.11%
+1,070
2 3
4
5 6