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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K 0.08%
1,720
77
$119K 0.08%
1,069
-3,565
78
$116K 0.08%
980
+280
79
$114K 0.08%
570
80
$114K 0.08%
1,600
+100
81
$112K 0.08%
475
82
$111K 0.08%
1,819
-191
83
$110K 0.08%
716
+116
84
$109K 0.07%
750
85
$104K 0.07%
275
86
$104K 0.07%
1,662
87
$103K 0.07%
1,060
+106
88
$100K 0.07%
2,500
89
$100K 0.07%
950
+350
90
$99K 0.07%
850
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91
$90K 0.06%
1,100
92
$89K 0.06%
200
93
$88K 0.06%
2,222
94
$86K 0.06%
440
95
$81K 0.06%
300
96
$80K 0.05%
1,000
97
$79K 0.05%
1,703
98
$75K 0.05%
1,500
99
$72K 0.05%
+758
100
$72K 0.05%
303
2 3
4
5 6