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
251
$17.5K 0.01%
85
252
$17.4K 0.01%
339
253
$17.3K 0.01%
1,500
254
$17.1K 0.01%
2,000
255
$17.1K 0.01%
1,000
256
$16.7K 0.01%
200
257
$16.6K 0.01%
81
258
$16.5K 0.01%
2,000
259
$16.5K 0.01%
347
260
$16.5K 0.01%
236
261
$16.4K 0.01%
738
262
$16.2K 0.01%
5,000
263
$15.9K 0.01%
48
264
$15.8K 0.01%
4,000
265
$15.8K 0.01%
400
266
$15.6K 0.01%
100
267
$15.3K 0.01%
53
268
$15K 0.01%
500
269
$14.8K 0.01%
2,000
270
$14.7K 0.01%
71
271
$14.6K 0.01%
173
272
$14K 0.01%
1,000
273
$14K 0.01%
1,000
274
$13.8K 0.01%
+200
275
$13.7K 0.01%
900