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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$117K 0.11%
+800
102
$117K 0.11%
+1,075
103
$116K 0.1%
+2,800
104
$113K 0.1%
+3,000
105
$110K 0.1%
+1,750
106
$109K 0.1%
+1,420
107
$108K 0.1%
+9,000
108
$107K 0.1%
+1,863
109
$106K 0.1%
+3,400
110
$101K 0.09%
+3,180
111
$99K 0.09%
+3,600
112
$98K 0.09%
+2,250
113
$97K 0.09%
+3,600
114
$96K 0.09%
+15,450
115
$93K 0.08%
+500
116
$87K 0.08%
+32,000
117
$85K 0.08%
+1,357
118
$84K 0.08%
+708
119
$82K 0.07%
+699
120
$75K 0.07%
+10,000
121
$74K 0.07%
+491
122
$71K 0.06%
+1,600
123
$67K 0.06%
+4,000
124
$66K 0.06%
+3,000
125
$66K 0.06%
+1,315
3 4
5
6 7