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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$92K
3
+$69K
4
PLAB icon
Photronics
PLAB
+$68K
5
MU icon
Micron Technology
MU
+$63.2K

Top Sells

1
+$2.88M
2
+$2.39M
3
+$1.85M
4
IBM icon
IBM
IBM
+$1.04M
5
T icon
AT&T
T
+$564K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.02%
275
+100
177
$19K 0.02%
380
178
$19K 0.02%
+3,000
179
$19K 0.02%
675
180
$19K 0.02%
340
-42,757
181
$19K 0.02%
300
182
$18K 0.02%
+1,000
183
$18K 0.02%
400
-330
184
$17K 0.02%
201
-105
185
$17K 0.02%
1,110
186
$17K 0.02%
4,000
+1,000
187
$17K 0.02%
1,000
188
$17K 0.02%
4,000
189
$16K 0.02%
147
+7
190
$16K 0.02%
100
+25
191
$16K 0.02%
+88
192
$16K 0.02%
2,000
193
$16K 0.02%
348
194
$16K 0.02%
1,000
195
$16K 0.02%
400
196
$16K 0.02%
100
197
$16K 0.02%
1,000
198
$16K 0.02%
1,500
199
$16K 0.02%
738
200
$15K 0.02%
700
-120
6 7
8
9 10