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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.06%
200
102
$52K 0.06%
590
-32,650
103
$52K 0.06%
754
+8
104
$51K 0.05%
+2,500
105
$51K 0.05%
1,200
106
$50K 0.05%
2,400
107
$49K 0.05%
1,363
108
$49K 0.05%
665
+51
109
$49K 0.05%
5,600
110
$49K 0.05%
1,754
+132
111
$49K 0.05%
2,600
112
$48K 0.05%
996
+4
113
$48K 0.05%
454
-19
114
$47K 0.05%
900
115
$46K 0.05%
275
116
$46K 0.05%
4,000
117
$44K 0.05%
1,020
118
$43K 0.05%
600
119
$43K 0.05%
390
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120
$43K 0.05%
496
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121
$42K 0.04%
1,800
122
$39K 0.04%
+700
123
$37K 0.04%
1,132
+3
124
$37K 0.04%
780
-72
125
$37K 0.04%
1,135
+130
3 4
5
6 7