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
$167M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Sells

1 +$1.83M
2 +$1.64M
3 +$695K
4
KO icon
Coca-Cola
KO
+$147K
5
JPM icon
JPMorgan Chase
JPM
+$107K

Sector Composition

1 Technology 23%
2 Industrials 13.49%
3 Energy 10.56%
4 Healthcare 9.49%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$26.5K 0.02%
2,000
202
$26.4K 0.02%
243
203
$26.3K 0.02%
1,000
204
$26K 0.02%
238
+1
205
$25.6K 0.02%
215
206
$25.5K 0.02%
3,000
207
$25.4K 0.02%
200
208
$25.2K 0.02%
600
209
$25K 0.02%
406
210
$24.9K 0.01%
150
211
$24.9K 0.01%
287
+1
212
$24.9K 0.01%
2,000
213
$24.6K 0.01%
5,000
214
$24.6K 0.01%
200
215
$24.6K 0.01%
266
216
$24.4K 0.01%
1,110
217
$24.3K 0.01%
5,000
218
$23.9K 0.01%
6,000
219
$23.6K 0.01%
1,500
220
$23.5K 0.01%
1,500
221
$23.4K 0.01%
2,000
222
$23.4K 0.01%
200
223
$22.8K 0.01%
157
224
$22.7K 0.01%
256
+1
225
$22.7K 0.01%
1,500