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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$74K 0.06%
1,550
+140
102
$74K 0.06%
1,200
103
$73K 0.06%
+1,749
104
$71K 0.06%
664
-56
105
$71K 0.06%
1,813
106
$69K 0.05%
1,112
+112
107
$69K 0.05%
+1,139
108
$68K 0.05%
1,400
+100
109
$65K 0.05%
7,200
-1,000
110
$64K 0.05%
547
+90
111
$61K 0.05%
2,000
112
$61K 0.05%
1,794
+22
113
$60K 0.05%
303
114
$58K 0.05%
550
115
$57K 0.04%
900
116
$57K 0.04%
3,200
+1,700
117
$56K 0.04%
469
-38
118
$55K 0.04%
970
-50
119
$54K 0.04%
1,800
120
$52K 0.04%
1,521
+198
121
$50K 0.04%
300
122
$50K 0.04%
+2,868
123
$50K 0.04%
700
124
$49K 0.04%
481
+1
125
$49K 0.04%
5,000
3 4
5
6 7