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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$37K 0.04%
+900
127
$37K 0.04%
350
128
$37K 0.04%
276
129
$36K 0.04%
1,078
130
$36K 0.04%
2,800
131
$36K 0.04%
1,800
132
$34K 0.04%
250
+50
133
$33K 0.04%
2,800
134
$33K 0.04%
400
135
$33K 0.04%
528
136
$33K 0.04%
2,500
137
$31K 0.03%
850
138
$31K 0.03%
700
139
$30K 0.03%
3,000
-1,000
140
$29K 0.03%
2,500
141
$29K 0.03%
4,300
142
$29K 0.03%
+1,500
143
$29K 0.03%
300
144
$28K 0.03%
1,300
145
$28K 0.03%
2,000
-132,020
146
$28K 0.03%
3,500
147
$27K 0.03%
2,500
148
$27K 0.03%
+600
149
$26K 0.03%
700
150
$26K 0.03%
+1,000
4 5
6
7 8