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
76
$119K 0.09%
1,309
+4
77
$117K 0.09%
1,073
+93
78
$113K 0.09%
1,828
79
$111K 0.09%
521
+81
80
$109K 0.09%
619
+19
81
$106K 0.08%
1,000
+100
82
$105K 0.08%
2,800
83
$100K 0.08%
1,800
+100
84
$98K 0.08%
3,502
+3,152
85
$97K 0.08%
5,000
86
$94K 0.07%
2,222
87
$94K 0.07%
7,795
88
$93K 0.07%
650
-116
89
$91K 0.07%
500
90
$91K 0.07%
950
91
$91K 0.07%
1,000
92
$89K 0.07%
1,940
-130
93
$88K 0.07%
888
+130
94
$84K 0.07%
1,029
-90
95
$84K 0.07%
1,667
+2
96
$83K 0.07%
12,000
97
$82K 0.06%
275
98
$82K 0.06%
1,078
+13
99
$79K 0.06%
200
100
$77K 0.06%
1,000
+1
2 3
4
5 6