FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.72M
3
+$3.56M
4
QCOM icon
Qualcomm
QCOM
+$3.22M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.03%
+625
177
$28K 0.03%
+400
178
$28K 0.03%
+300
179
$27K 0.02%
+850
180
$27K 0.02%
+3,300
181
$27K 0.02%
+1,005
182
$27K 0.02%
+1,900
183
$27K 0.02%
+300
184
$27K 0.02%
+5,000
185
$27K 0.02%
+530
186
$26K 0.02%
+800
187
$26K 0.02%
+130
188
$25K 0.02%
+3,000
189
$25K 0.02%
+373
190
$25K 0.02%
+306
191
$25K 0.02%
+570
192
$25K 0.02%
+645
193
$25K 0.02%
+464
194
$25K 0.02%
+200
195
$24K 0.02%
+623
196
$24K 0.02%
+1,500
197
$23K 0.02%
+4,000
198
$23K 0.02%
+200
199
$22K 0.02%
+1,440
200
$22K 0.02%
+250
6 7
8
9 10