FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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
201
$12K 0.01%
273
+1
202
$12K 0.01%
4,000
+1,000
203
$12K 0.01%
227
204
$12K 0.01%
5,000
205
$11K 0.01%
300
206
$11K 0.01%
800
207
$11K 0.01%
300
208
$11K 0.01%
242
209
$11K 0.01%
333
210
$11K 0.01%
1,600
+800
211
$11K 0.01%
3,000
+2,000
212
$10K 0.01%
2,000
213
$10K 0.01%
360
214
$10K 0.01%
850
215
$10K 0.01%
+300
216
$10K 0.01%
100
217
$10K 0.01%
50
218
$10K 0.01%
200
219
$10K 0.01%
2,500
220
$10K 0.01%
1,600
+1,100
221
$9K 0.01%
340
222
$9K 0.01%
4,000
223
$9K 0.01%
+302
224
$9K 0.01%
80
225
$9K 0.01%
350
-500
7 8
9
10 11