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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
PepsiCo
PEP
+$972K

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$70K 0.05%
1,000
102
$70K 0.05%
+270
103
$69K 0.05%
478
104
$69K 0.05%
1,510
+200
105
$68K 0.05%
5,000
106
$64K 0.04%
8,200
107
$64K 0.04%
520
108
$62K 0.04%
963
109
$62K 0.04%
800
110
$61K 0.04%
600
111
$60K 0.04%
1,270
112
$58K 0.04%
8,820
113
$57K 0.04%
485
114
$56K 0.04%
900
115
$56K 0.04%
1,323
116
$54K 0.04%
4,500
+2,000
117
$53K 0.04%
899
+400
118
$52K 0.04%
+400
119
$51K 0.04%
1,020
120
$51K 0.04%
405
+201
121
$50K 0.03%
500
122
$49K 0.03%
700
123
$49K 0.03%
507
-25
124
$47K 0.03%
+300
125
$46K 0.03%
1,090
-603
3 4
5
6 7