FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42K 0.04%
+2,164
152
$41K 0.04%
+300
153
$41K 0.04%
+200
154
$40K 0.04%
+541
155
$40K 0.04%
+620
156
$39K 0.04%
+1,020
157
$37K 0.03%
+125
158
$37K 0.03%
+2,500
159
$37K 0.03%
+2,000
160
$37K 0.03%
+3,000
161
$36K 0.03%
+50
162
$34K 0.03%
+500
163
$33K 0.03%
+2,000
164
$32K 0.03%
+737
165
$32K 0.03%
+511
166
$32K 0.03%
+3,500
167
$31K 0.03%
+1,800
168
$31K 0.03%
+165
169
$31K 0.03%
+800
170
$31K 0.03%
+250
171
$30K 0.03%
+754
172
$30K 0.03%
+550
173
$29K 0.03%
+5,034
174
$29K 0.03%
+100
175
$28K 0.03%
+504
5 6
7
8 9