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
276
$13.7K 0.01%
1,000
277
$13.6K 0.01%
300
278
$13.3K 0.01%
10,000
279
$13.2K 0.01%
1,600
280
$13.2K 0.01%
259
281
$13.1K 0.01%
19
282
$13K 0.01%
175
+2
283
$12.9K 0.01%
29
284
$12.7K 0.01%
350
285
$12.5K 0.01%
625
286
$12.4K 0.01%
3,000
287
$12.4K 0.01%
106
-118
288
$12.4K 0.01%
66
289
$12.3K 0.01%
1,817
-1,175
290
$12.3K 0.01%
300
291
$12.2K 0.01%
400
292
$12K 0.01%
+1,000
293
$11.9K 0.01%
3,034
294
$11.6K 0.01%
1,000
295
$11.5K 0.01%
500
296
$11.4K 0.01%
323
297
$11.3K 0.01%
8,000
298
$11.2K 0.01%
261
299
$11.1K 0.01%
2,000
300
$11K 0.01%
125
10 11
12
13 14