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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
PepsiCo
PEP
+$972K

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46K 0.03%
2,300
-300
127
$46K 0.03%
3,000
128
$46K 0.03%
1,050
+100
129
$44K 0.03%
2,800
130
$44K 0.03%
1,758
+613
131
$43K 0.03%
1,800
+300
132
$43K 0.03%
700
133
$42K 0.03%
3,000
+1,000
134
$42K 0.03%
3,500
-500
135
$42K 0.03%
280
136
$41K 0.03%
300
+100
137
$41K 0.03%
1,000
138
$40K 0.03%
150
139
$40K 0.03%
565
140
$40K 0.03%
1,600
141
$39K 0.03%
10,300
142
$39K 0.03%
+672
143
$39K 0.03%
397
144
$39K 0.03%
800
145
$38K 0.03%
2,000
146
$37K 0.03%
+130
147
$37K 0.03%
+94
148
$37K 0.03%
5,000
149
$36K 0.02%
330
150
$36K 0.02%
678
4 5
6
7 8