FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+5.97%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$6.72M
(+5.1%)
Cap. Flow
-$23K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
47.73%
Holding
411
New
10
Increased
51
Reduced
53
Closed
16
Top Buys
| 1 |
Corning
GLW
|
+$1.68M |
| 2 |
Devon Energy
DVN
|
+$446K |
| 3 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$216K |
| 4 |
Valero Energy
VLO
|
+$107K |
| 5 |
Air Products & Chemicals
APD
|
+$102K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$382K |
| 2 |
Simon Property Group
SPG
|
+$338K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$294K |
| 4 |
JPMorgan Chase
JPM
|
+$168K |
| 5 |
AT&T
T
|
+$146K |
Sector Composition
| 1 | Technology | 17.76% |
| 2 | Industrials | 15.03% |
| 3 | Healthcare | 11.92% |
| 4 | Energy | 11.83% |
| 5 | Consumer Discretionary | 6.92% |
