FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
-12.11%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$93.7M
AUM Growth
-$27.6M
(-23%)
Cap. Flow
-$10.5M
Cap. Flow
% of AUM
-11.2%
Top 10 Holdings %
Top 10 Hldgs %
44.36%
Holding
356
New
49
Increased
36
Reduced
59
Closed
12
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$109K |
| 2 |
Iridium Communications
IRDM
|
+$92K |
| 3 |
Enbridge
ENB
|
+$69K |
| 4 |
Photronics
PLAB
|
+$68K |
| 5 |
Micron Technology
MU
|
+$63.2K |
Top Sells
| 1 |
Cullen/Frost Bankers
CFR
|
+$2.88M |
| 2 |
Qualcomm
QCOM
|
+$2.39M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$1.85M |
| 4 |
IBM
IBM
|
+$1.04M |
| 5 |
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% |
