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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.46M
3
+$7.4M
4
MSFT icon
Microsoft
MSFT
+$7.31M
5
ADBE icon
Adobe
ADBE
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.04%
+1,020
102
$51K 0.04%
+600
103
$51K 0.04%
+485
104
$51K 0.04%
+4,000
105
$51K 0.04%
+1,200
106
$50K 0.04%
+4,500
107
$48K 0.03%
+450
108
$47K 0.03%
+780
109
$46K 0.03%
+1,112
110
$46K 0.03%
+390
111
$46K 0.03%
+5,000
112
$46K 0.03%
+276
113
$44K 0.03%
+3,000
114
$44K 0.03%
+2,800
115
$43K 0.03%
+700
116
$43K 0.03%
+700
117
$42K 0.03%
+800
118
$42K 0.03%
+900
119
$42K 0.03%
+1,500
120
$41K 0.03%
+1,300
121
$40K 0.03%
+1,400
122
$39K 0.03%
+10,300
123
$39K 0.03%
+4,000
124
$39K 0.03%
+565
125
$39K 0.03%
+500
3 4
5
6 7