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
$155M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.44M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$600K
5
APD icon
Air Products & Chemicals
APD
+$180K

Top Sells

1
+$2.18M
2
+$1.3M
3
+$670K
4
MRK icon
Merck
MRK
+$626K
5
CMCSA icon
Comcast
CMCSA
+$396K

Sector Composition

1 Technology 21.62%
2 Energy 12.68%
3 Industrials 12.03%
4 Healthcare 10.08%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$73K 0.05%
10,300
102
$72.5K 0.05%
1,250
-50
103
$71.7K 0.05%
5,000
104
$70.9K 0.05%
770
105
$70.2K 0.05%
900
106
$69.4K 0.04%
673
107
$68.6K 0.04%
259
108
$68.3K 0.04%
2,500
109
$67.9K 0.04%
350
110
$67.7K 0.04%
430
111
$67.3K 0.04%
550
112
$67.3K 0.04%
250
113
$66.2K 0.04%
1,330
+2
114
$65.8K 0.04%
200
115
$65.8K 0.04%
128
116
$65.4K 0.04%
1,685
-842
117
$61.9K 0.04%
785
118
$61.6K 0.04%
5,500
119
$60.2K 0.04%
379
120
$59.4K 0.04%
180
-47
121
$59.1K 0.04%
5,300
122
$58.2K 0.04%
101
-15
123
$57.6K 0.04%
5,000
124
$56.4K 0.04%
770
125
$54.6K 0.04%
1,350
-436
3 4
5
6 7