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
$131M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.46M
3
+$1.18M
4
OKE icon
Oneok
OKE
+$222K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$215K

Top Sells

1
+$1.71M
2
+$1.05M
3
+$940K
4
T icon
AT&T
T
+$410K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$313K

Sector Composition

1 Technology 18.42%
2 Industrials 15.19%
3 Energy 13.91%
4 Healthcare 11.89%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.5K 0.01%
282
+1
227
$19.1K 0.01%
2,000
228
$18.4K 0.01%
738
229
$18.4K 0.01%
251
+1
230
$18.3K 0.01%
1,000
231
$18.2K 0.01%
400
232
$18.1K 0.01%
3,000
233
$18.1K 0.01%
157
234
$17.8K 0.01%
2,000
-1,000
235
$17.6K 0.01%
300
+50
236
$17.5K 0.01%
170
237
$17.2K 0.01%
194
238
$17.1K 0.01%
600
239
$16.8K 0.01%
339
240
$16.7K 0.01%
200
241
$16.6K 0.01%
85
242
$16.6K 0.01%
1,000
243
$16.6K 0.01%
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244
$16.4K 0.01%
3,000
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245
$16.3K 0.01%
71
246
$16.1K 0.01%
521
-2,623
247
$16.1K 0.01%
300
248
$15.9K 0.01%
5,000
249
$15.8K 0.01%
48
250
$15.8K 0.01%
1,500
8 9
10
11 12