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
$153M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.3M
3
+$670K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$302K
5
XOM icon
Exxon Mobil
XOM
+$207K

Top Sells

1
+$350K
2
+$335K
3
+$300K
4
KO icon
Coca-Cola
KO
+$187K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Technology 19.18%
2 Industrials 11.78%
3 Healthcare 9.6%
4 Consumer Discretionary 7.8%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.02%
1,145
+11
152
$33K 0.02%
499
153
$32K 0.02%
505
+5
154
$32K 0.02%
862
+1
155
$31K 0.02%
1,300
156
$31K 0.02%
2,000
157
$31K 0.02%
2,500
-3,500
158
$31K 0.02%
5,000
159
$30K 0.02%
2,000
160
$30K 0.02%
2,000
161
$30K 0.02%
260
162
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400
163
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2,500
164
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2,000
165
$29K 0.02%
600
-700
166
$29K 0.02%
700
167
$28K 0.02%
225
168
$28K 0.02%
300
169
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170
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2,000
171
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1,500
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5,000
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173
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2,000
174
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175
$26K 0.02%
1,500
5 6
7
8 9