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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49K 0.04%
430
-90
127
$47K 0.04%
4,000
+2,000
128
$47K 0.04%
670
+500
129
$46K 0.04%
3,000
+700
130
$45K 0.04%
2,300
+500
131
$45K 0.04%
1,270
132
$45K 0.04%
1,300
133
$45K 0.04%
3,500
+1,000
134
$45K 0.04%
175
+25
135
$45K 0.04%
+500
136
$45K 0.04%
406
137
$43K 0.03%
360
138
$42K 0.03%
1,011
+572
139
$41K 0.03%
900
+200
140
$41K 0.03%
3,500
+2,500
141
$41K 0.03%
175
142
$40K 0.03%
2,000
+200
143
$40K 0.03%
8,820
144
$40K 0.03%
300
145
$39K 0.03%
647
-19
146
$39K 0.03%
565
147
$39K 0.03%
2,640
+1,140
148
$38K 0.03%
963
149
$38K 0.03%
2,500
150
$37K 0.03%
2,200
+900
4 5
6
7 8