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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66K 0.06%
+276
127
$65K 0.06%
+485
128
$61K 0.05%
+1,100
129
$59K 0.05%
+555
130
$54K 0.05%
+610
131
$53K 0.05%
+3,850
132
$53K 0.05%
+1,672
133
$53K 0.05%
+1,050
134
$50K 0.04%
+6,950
135
$50K 0.04%
+680
136
$49K 0.04%
+2,080
137
$49K 0.04%
+820
138
$48K 0.04%
+800
139
$48K 0.04%
+6,000
140
$47K 0.04%
+980
141
$47K 0.04%
+5,465
142
$47K 0.04%
+2,333
143
$46K 0.04%
+200
144
$45K 0.04%
+700
145
$44K 0.04%
+538
146
$43K 0.04%
+852
147
$43K 0.04%
+727
148
$43K 0.04%
+400
149
$43K 0.04%
+1,075
150
$42K 0.04%
+600
4 5
6
7 8