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
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$992K
3
+$990K
4
CSCO icon
Cisco
CSCO
+$319K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$223K

Top Sells

1
+$2.82M
2
+$2.21M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.32M
5
ADBE icon
Adobe
ADBE
+$800K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K 0.02%
1,500
177
$16K 0.02%
800
+200
178
$15K 0.02%
2,000
179
$15K 0.02%
1,600
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180
$15K 0.02%
3,000
181
$14K 0.01%
173
182
$14K 0.01%
339
183
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1,000
184
$14K 0.01%
322
+261
185
$14K 0.01%
+4,643
186
$14K 0.01%
1,376
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187
$13K 0.01%
625
188
$13K 0.01%
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189
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190
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191
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1,000
192
$13K 0.01%
630
193
$13K 0.01%
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194
$13K 0.01%
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195
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196
$13K 0.01%
738
197
$12K 0.01%
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198
$12K 0.01%
273
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199
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4,000
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200
$12K 0.01%
227
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