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
301
$10.9K 0.01%
27
+6
302
$10.8K 0.01%
300
303
$10.6K 0.01%
200
304
$10.3K 0.01%
3,000
305
$10K 0.01%
152
306
$9.98K 0.01%
1,000
307
$9.91K 0.01%
36
308
$9.9K 0.01%
378
+4
309
$9.75K 0.01%
3,000
310
$9.54K 0.01%
300
311
$9.4K 0.01%
191
-128
312
$8.97K 0.01%
65
313
$8.94K 0.01%
200
314
$8.67K 0.01%
3,000
315
$8.67K 0.01%
3,000
316
$8.57K 0.01%
1,177
317
$8.46K 0.01%
200
-1,300
318
$8.34K 0.01%
6,000
319
$8.3K 0.01%
286
320
$8.17K 0.01%
98
-54
321
$7.97K 0.01%
112
322
$7.88K 0.01%
91
323
$7.78K 0.01%
83
324
$7.7K 0.01%
1,300
325
$7.67K 0.01%
979
11 12
13
14 15