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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.11%
2,000
-800
77
$103K 0.11%
39,250
-300
78
$101K 0.11%
948
-52
79
$94K 0.1%
712
80
$92K 0.1%
+5,000
81
$86K 0.09%
1,500
82
$85K 0.09%
4,000
83
$83K 0.09%
1,730
-230
84
$82K 0.09%
1,800
85
$79K 0.08%
2,500
+2,000
86
$71K 0.08%
350
+25
87
$69K 0.07%
+2,222
88
$68K 0.07%
+7,000
89
$66K 0.07%
266
-809
90
$66K 0.07%
500
91
$64K 0.07%
4,835
-450
92
$62K 0.07%
1,200
93
$62K 0.07%
1,050
94
$62K 0.07%
5,000
+1,000
95
$61K 0.07%
440
96
$60K 0.06%
1,070
-300
97
$57K 0.06%
12,300
+12,000
98
$56K 0.06%
1,408
+5
99
$55K 0.06%
610
100
$53K 0.06%
570
2 3
4
5 6