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
$155M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.44M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$600K
5
APD icon
Air Products & Chemicals
APD
+$180K

Top Sells

1
+$2.18M
2
+$1.3M
3
+$670K
4
MRK icon
Merck
MRK
+$626K
5
CMCSA icon
Comcast
CMCSA
+$396K

Sector Composition

1 Technology 21.62%
2 Energy 12.68%
3 Industrials 12.03%
4 Healthcare 10.08%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.07%
385
77
$104K 0.07%
360
78
$102K 0.07%
1,691
+1
79
$99.4K 0.06%
1,400
80
$98.9K 0.06%
446
81
$98.5K 0.06%
2,222
82
$97.9K 0.06%
932
83
$93.8K 0.06%
1,126
84
$93.6K 0.06%
843
85
$89.5K 0.06%
7,200
86
$87.7K 0.06%
1,270
87
$87.4K 0.06%
1,416
88
$86.9K 0.06%
1,000
89
$83K 0.05%
4,000
90
$81.3K 0.05%
580
91
$79.2K 0.05%
550
92
$78.4K 0.05%
303
93
$78.2K 0.05%
700
94
$77.9K 0.05%
4,192
-351
95
$74.9K 0.05%
2,626
+22
96
$74.6K 0.05%
1,279
+1
97
$74.5K 0.05%
361
98
$74.5K 0.05%
5,000
99
$74.3K 0.05%
1,800
100
$73.2K 0.05%
1,200
2 3
4
5 6