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
301
$8.78K 0.01%
+140
302
$8.72K 0.01%
979
303
$8.55K 0.01%
191
304
$8.5K 0.01%
98
305
$8.5K 0.01%
2,000
306
$8.16K 0.01%
3,000
307
$7.86K 0.01%
65
308
$7.81K 0.01%
+230
309
$7.51K 0.01%
91
310
$7.29K 0.01%
3,000
311
$7.24K 0.01%
+56
312
$7.23K 0.01%
232
313
$7.2K 0.01%
3,000
314
$7.19K 0.01%
+40
315
$7.17K 0.01%
200
316
$6.99K 0.01%
1,600
317
$6.94K 0.01%
83
318
$6.85K 0.01%
112
319
$6.76K 0.01%
+600
320
$6.66K 0.01%
1,177
321
$6.58K 0.01%
+13
322
$6.5K 0.01%
+87
323
$6.44K ﹤0.01%
225
324
$6.37K ﹤0.01%
+129
325
$6.33K ﹤0.01%
+1,000
11 12
13
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