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
$137M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$446K
3
+$216K
4
VLO icon
Valero Energy
VLO
+$107K
5
APD icon
Air Products & Chemicals
APD
+$102K

Top Sells

1
+$382K
2
+$338K
3
+$294K
4
JPM icon
JPMorgan Chase
JPM
+$168K
5
T icon
AT&T
T
+$146K

Sector Composition

1 Technology 17.76%
2 Industrials 15.01%
3 Healthcare 11.92%
4 Energy 11.85%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.1K 0.02%
735
227
$22K 0.02%
2,300
228
$21.6K 0.02%
266
+62
229
$21.6K 0.02%
2,000
230
$21.5K 0.02%
600
231
$20.9K 0.02%
1,110
232
$20.7K 0.02%
1,400
233
$20.6K 0.02%
500
234
$20.5K 0.01%
215
235
$20.1K 0.01%
281
+1
236
$19.4K 0.01%
1,000
237
$19.4K 0.01%
1,000
238
$19.2K 0.01%
250
+1
239
$19.2K 0.01%
3,000
240
$19.1K 0.01%
1,000
241
$18.9K 0.01%
250
-50
242
$18.8K 0.01%
1,500
243
$18.7K 0.01%
2,000
244
$18.6K 0.01%
3,000
245
$18.6K 0.01%
200
246
$18.3K 0.01%
1,000
247
$18.1K 0.01%
194
248
$18.1K 0.01%
3,500
249
$17.7K 0.01%
170
250
$17.6K 0.01%
157
8 9
10
11 12