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
$146M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.04M
3
+$591K
4
LMT icon
Lockheed Martin
LMT
+$277K
5
CSCO icon
Cisco
CSCO
+$214K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$1.01M
4
T icon
AT&T
T
+$1M
5
PEP icon
PepsiCo
PEP
+$972K

Sector Composition

1 Technology 19.08%
2 Industrials 11.73%
3 Healthcare 9.05%
4 Consumer Discretionary 8.76%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K 0.02%
1,000
+300
202
$22K 0.02%
277
+151
203
$22K 0.02%
4,000
204
$22K 0.02%
2,000
205
$22K 0.02%
500
-150
206
$22K 0.02%
6,000
+1,000
207
$21K 0.01%
625
208
$21K 0.01%
+1,000
209
$21K 0.01%
1,000
210
$21K 0.01%
300
211
$21K 0.01%
1,162
+162
212
$21K 0.01%
276
+1
213
$21K 0.01%
245
+1
214
$20K 0.01%
500
215
$20K 0.01%
100
216
$20K 0.01%
439
217
$20K 0.01%
+1,000
218
$19K 0.01%
339
219
$19K 0.01%
1,500
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220
$19K 0.01%
+2,000
221
$19K 0.01%
1,000
222
$18K 0.01%
3,034
223
$18K 0.01%
+360
224
$18K 0.01%
345
+5
225
$18K 0.01%
1,000
7 8
9
10 11