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
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.03%
3,000
+2,000
152
$37K 0.03%
2,500
153
$36K 0.03%
3,000
154
$36K 0.03%
300
155
$36K 0.03%
10,300
156
$36K 0.03%
580
157
$36K 0.03%
280
158
$36K 0.03%
1,500
+600
159
$35K 0.03%
1,000
160
$35K 0.03%
260
161
$35K 0.03%
600
162
$35K 0.03%
398
+1
163
$35K 0.03%
270
164
$34K 0.03%
+679
165
$34K 0.03%
2,210
+1,210
166
$34K 0.03%
1,600
167
$34K 0.03%
1,357
+1,334
168
$34K 0.03%
1,000
169
$33K 0.03%
3,000
170
$33K 0.03%
4,000
171
$33K 0.03%
400
172
$32K 0.03%
1,500
173
$32K 0.03%
183
+33
174
$32K 0.03%
+84
175
$32K 0.03%
2,800
5 6
7
8 9