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
276
$11.8K 0.01%
2,000
277
$11.8K 0.01%
10,000
278
$11.8K 0.01%
170
-336
279
$11.8K 0.01%
625
280
$11.7K 0.01%
+1,216
281
$11.7K 0.01%
66
282
$11.6K 0.01%
1,600
283
$11.5K 0.01%
378
-3,973
284
$11.5K 0.01%
1,000
285
$11.1K 0.01%
125
286
$11.1K 0.01%
300
287
$11K 0.01%
3,034
288
$11K 0.01%
3,500
289
$10.6K 0.01%
300
290
$10.5K 0.01%
27
291
$10.1K 0.01%
1,300
292
$9.86K 0.01%
1,000
293
$9.81K 0.01%
3,000
294
$9.67K 0.01%
152
295
$9.64K 0.01%
382
+4
296
$9.58K 0.01%
36
297
$9.47K 0.01%
350
298
$9.44K 0.01%
8,000
299
$9.14K 0.01%
+110
300
$9.03K 0.01%
3,000
10 11
12
13 14