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
251
$15.6K 0.01%
100
252
$15.6K 0.01%
1,000
253
$15.4K 0.01%
+266
254
$15.3K 0.01%
400
255
$14.8K 0.01%
144
+124
256
$14.3K 0.01%
208
+33
257
$14K 0.01%
1,000
258
$14K 0.01%
200
259
$13.9K 0.01%
500
260
$13.9K 0.01%
75
-75
261
$13.8K 0.01%
1,000
262
$13.6K 0.01%
300
263
$13.5K 0.01%
53
264
$13.4K 0.01%
+25
265
$13.4K 0.01%
500
266
$13.2K 0.01%
259
267
$13.2K 0.01%
2,300
268
$13.1K 0.01%
1,000
269
$13K 0.01%
900
270
$13K 0.01%
173
271
$13K 0.01%
+22
272
$12.8K 0.01%
+132
273
$12.5K 0.01%
323
274
$12.5K 0.01%
29
275
$12.1K 0.01%
1,000
9 10
11
12 13