FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.46M
3
+$7.4M
4
MSFT icon
Microsoft
MSFT
+$7.31M
5
ADBE icon
Adobe
ADBE
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39K 0.03%
+565
127
$38K 0.03%
+2,500
128
$38K 0.03%
+7,000
129
$36K 0.03%
+688
130
$36K 0.03%
+800
131
$36K 0.03%
+560
132
$35K 0.02%
+2,000
133
$35K 0.02%
+396
134
$35K 0.02%
+1,000
135
$35K 0.02%
+5,000
136
$35K 0.02%
+500
137
$34K 0.02%
+150
138
$34K 0.02%
+125
139
$34K 0.02%
+1,000
140
$34K 0.02%
+1,300
141
$33K 0.02%
+1,090
142
$32K 0.02%
+1,400
143
$32K 0.02%
+5,200
144
$32K 0.02%
+5
145
$31K 0.02%
+499
146
$31K 0.02%
+1,500
147
$31K 0.02%
+2,000
148
$31K 0.02%
+270
149
$31K 0.02%
+532
150
$30K 0.02%
+350
4 5
6
7 8