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
326
$7.36K 0.01%
82
327
$7.32K 0.01%
200
328
$7.2K 0.01%
218
-2,000
329
$7.18K 0.01%
1,600
+600
330
$7.14K 0.01%
60
331
$7.06K 0.01%
62
332
$7.04K 0.01%
122
333
$6.93K 0.01%
232
334
$6.83K 0.01%
225
335
$6.78K ﹤0.01%
3,000
336
$6.37K ﹤0.01%
46
337
$6.27K ﹤0.01%
190
-60
338
$6.14K ﹤0.01%
800
339
$5.56K ﹤0.01%
4,000
340
$5.43K ﹤0.01%
150
341
$5.2K ﹤0.01%
4,000
342
$5.17K ﹤0.01%
97
-445
343
$5.09K ﹤0.01%
+131
344
$4.82K ﹤0.01%
500
345
$4.79K ﹤0.01%
35
346
$4.66K ﹤0.01%
2,365
-3,587
347
$4.62K ﹤0.01%
1,000
348
$4K ﹤0.01%
100
349
$3.96K ﹤0.01%
230
350
$3.8K ﹤0.01%
300
12 13
14
15 16