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
176
$30.6K 0.02%
3,000
177
$30.3K 0.02%
300
178
$30.1K 0.02%
1,325
-140
179
$30K 0.02%
2,000
180
$29.7K 0.02%
270
181
$29.6K 0.02%
600
182
$29.6K 0.02%
700
183
$29.5K 0.02%
1,000
184
$29.4K 0.02%
250
+50
185
$29.2K 0.02%
6,270
186
$28.3K 0.02%
1,500
187
$27.2K 0.02%
2,000
188
$26.6K 0.02%
800
189
$26.6K 0.02%
350
190
$26.5K 0.02%
215
191
$26.5K 0.02%
700
192
$26.3K 0.02%
2,000
193
$26.2K 0.02%
200
-100
194
$25.5K 0.02%
1,500
195
$25.3K 0.02%
5,000
196
$25.2K 0.02%
1,200
197
$24.8K 0.02%
237
198
$24.7K 0.02%
200
199
$24.6K 0.02%
1,110
200
$24.5K 0.02%
187
+1
6 7
8
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