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
326
$6.29K ﹤0.01%
+23
327
$6.26K ﹤0.01%
+76
328
$6.11K ﹤0.01%
190
329
$6.05K ﹤0.01%
+92
330
$6.02K ﹤0.01%
46
331
$5.86K ﹤0.01%
60
332
$5.75K ﹤0.01%
+101
333
$5.45K ﹤0.01%
+132
334
$5.37K ﹤0.01%
+101
335
$5.19K ﹤0.01%
6,000
336
$5.07K ﹤0.01%
+22
337
$5K ﹤0.01%
97
338
$4.9K ﹤0.01%
+77
339
$4.89K ﹤0.01%
+371
340
$4.85K ﹤0.01%
800
341
$4.83K ﹤0.01%
131
342
$4.73K ﹤0.01%
2,365
343
$4.72K ﹤0.01%
1,000
344
$4.7K ﹤0.01%
35
345
$4.61K ﹤0.01%
+68
346
$4.6K ﹤0.01%
+9
347
$4.51K ﹤0.01%
44
-620
348
$4.42K ﹤0.01%
500
349
$4.4K ﹤0.01%
+46
350
$4.38K ﹤0.01%
+48
12 13
14
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