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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.46M
3
+$7.4M
4
MSFT icon
Microsoft
MSFT
+$7.31M
5
ADBE icon
Adobe
ADBE
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$97K 0.07%
+800
77
$97K 0.07%
+1,720
78
$93K 0.07%
+3,500
79
$92K 0.07%
+440
80
$91K 0.06%
+1,662
81
$91K 0.06%
+1,730
82
$90K 0.06%
+1,860
83
$86K 0.06%
+200
84
$84K 0.06%
+432
85
$77K 0.05%
+700
86
$75K 0.05%
+318
87
$73K 0.05%
+275
88
$71K 0.05%
+2,222
89
$70K 0.05%
+800
90
$70K 0.05%
+800
91
$67K 0.05%
+300
92
$67K 0.05%
+477
93
$66K 0.05%
+580
94
$65K 0.05%
+948
95
$60K 0.04%
+4,000
96
$59K 0.04%
+4,300
97
$55K 0.04%
+1,270
98
$54K 0.04%
+8,820
99
$52K 0.04%
+963
100
$52K 0.04%
+900
2 3
4
5 6