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
$155M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.44M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$600K
5
APD icon
Air Products & Chemicals
APD
+$180K

Top Sells

1
+$2.18M
2
+$1.3M
3
+$670K
4
MRK icon
Merck
MRK
+$626K
5
CMCSA icon
Comcast
CMCSA
+$396K

Sector Composition

1 Technology 21.62%
2 Energy 12.68%
3 Industrials 12.03%
4 Healthcare 10.08%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40K 0.03%
3,500
+500
152
$39.7K 0.03%
876
153
$39.5K 0.03%
5,000
154
$39.5K 0.03%
246
155
$39.4K 0.03%
4,000
156
$39K 0.03%
600
157
$38.6K 0.03%
200
158
$38.2K 0.02%
1,350
159
$37.9K 0.02%
3,800
160
$36.5K 0.02%
2,300
161
$36.4K 0.02%
1,200
162
$36.4K 0.02%
75
163
$36.2K 0.02%
400
164
$36.2K 0.02%
665
165
$35.8K 0.02%
1,600
166
$35.2K 0.02%
1,406
+2
167
$35.2K 0.02%
131
+75
168
$34.9K 0.02%
151
169
$34.5K 0.02%
483
170
$34.2K 0.02%
419
+1
171
$33.9K 0.02%
1,600
172
$33.8K 0.02%
735
173
$33.7K 0.02%
250
174
$33.2K 0.02%
252
175
$33K 0.02%
1,500
5 6
7
8 9