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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.03%
5,034
152
$25K 0.03%
400
153
$25K 0.03%
756
+156
154
$25K 0.03%
300
155
$25K 0.03%
625
156
$25K 0.03%
400
157
$25K 0.03%
300
158
$24K 0.03%
20,000
+10,000
159
$24K 0.03%
600
160
$23K 0.02%
+1,000
161
$23K 0.02%
945
-1,200
162
$22K 0.02%
6,000
163
$22K 0.02%
511
164
$22K 0.02%
+1,500
165
$22K 0.02%
3,333
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166
$22K 0.02%
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167
$21K 0.02%
135
168
$21K 0.02%
+1,000
169
$21K 0.02%
250
170
$21K 0.02%
620
171
$20K 0.02%
600
172
$20K 0.02%
225
173
$20K 0.02%
+5,000
174
$19K 0.02%
+1,300
175
$19K 0.02%
+1,200
5 6
7
8 9