FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$992K
3
+$990K
4
CSCO icon
Cisco
CSCO
+$319K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$223K

Top Sells

1
+$2.82M
2
+$2.21M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.32M
5
ADBE icon
Adobe
ADBE
+$800K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.02%
139
152
$19K 0.02%
175
+87
153
$19K 0.02%
1,000
154
$19K 0.02%
4,000
+2,000
155
$19K 0.02%
1,000
+500
156
$19K 0.02%
2,400
+1,400
157
$19K 0.02%
380
158
$19K 0.02%
400
159
$19K 0.02%
2,400
+1,200
160
$19K 0.02%
589
-2
161
$18K 0.02%
201
162
$18K 0.02%
328
+1
163
$18K 0.02%
2,000
164
$18K 0.02%
2,000
+1,000
165
$18K 0.02%
8,000
+4,000
166
$17K 0.02%
140
167
$17K 0.02%
10,000
168
$17K 0.02%
250
169
$17K 0.02%
715
-394
170
$17K 0.02%
1,300
171
$17K 0.02%
1,500
172
$16K 0.02%
150
173
$16K 0.02%
1,300
174
$16K 0.02%
1,500
175
$16K 0.02%
800
+200
5 6
7
8 9