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
$155M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.44M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$600K
5
APD icon
Air Products & Chemicals
APD
+$180K

Top Sells

1
+$2.18M
2
+$1.3M
3
+$670K
4
MRK icon
Merck
MRK
+$626K
5
CMCSA icon
Comcast
CMCSA
+$396K

Sector Composition

1 Technology 21.62%
2 Energy 12.68%
3 Industrials 12.03%
4 Healthcare 10.08%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54.5K 0.04%
1,040
127
$52.7K 0.03%
300
128
$52.6K 0.03%
14,000
+2,000
129
$52.1K 0.03%
406
130
$52K 0.03%
1,800
131
$51.8K 0.03%
355
-20
132
$51.8K 0.03%
300
133
$50.9K 0.03%
2,005
134
$50.3K 0.03%
1,800
135
$48.9K 0.03%
600
136
$48.8K 0.03%
360
137
$48.1K 0.03%
2,500
138
$47.2K 0.03%
2,224
-774
139
$45.8K 0.03%
500
-100
140
$45.7K 0.03%
400
141
$44.7K 0.03%
2,000
142
$44.6K 0.03%
180
143
$44.5K 0.03%
2,640
144
$42.3K 0.03%
2,900
+500
145
$42K 0.03%
808
146
$41.9K 0.03%
710
147
$41.1K 0.03%
5,000
148
$40.3K 0.03%
3,140
149
$40.3K 0.03%
499
150
$40.1K 0.03%
500
4 5
6
7 8