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
201
$24.4K 0.02%
250
+50
202
$24.2K 0.02%
157
203
$23.7K 0.02%
132
204
$23.4K 0.02%
243
+150
205
$23.4K 0.02%
406
+35
206
$23.2K 0.02%
48
207
$23.2K 0.02%
250
208
$22.9K 0.01%
+75
209
$22.9K 0.01%
1,000
210
$22.7K 0.01%
286
211
$22.3K 0.01%
10,000
212
$22.3K 0.01%
200
213
$21.9K 0.01%
150
-150
214
$21.4K 0.01%
+450
215
$21.4K 0.01%
5,000
216
$21.2K 0.01%
255
217
$21K 0.01%
2,000
218
$21K 0.01%
20,000
219
$20.6K 0.01%
6,000
220
$20.3K 0.01%
1,500
221
$20.1K 0.01%
266
222
$20.1K 0.01%
2,000
223
$19.8K 0.01%
200
224
$19.4K 0.01%
3,000
225
$19.3K 0.01%
1,500
7 8
9
10 11