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
351
$4.34K ﹤0.01%
+19
352
$4.26K ﹤0.01%
3,000
353
$4.06K ﹤0.01%
100
354
$3.85K ﹤0.01%
25
355
$3.81K ﹤0.01%
+83
356
$3.69K ﹤0.01%
112
-654
357
$3.67K ﹤0.01%
+64
358
$3.37K ﹤0.01%
+37
359
$2.92K ﹤0.01%
+95
360
$2.76K ﹤0.01%
4,000
361
$2.69K ﹤0.01%
192
362
$2.68K ﹤0.01%
133
363
$2.54K ﹤0.01%
2,000
364
$2.5K ﹤0.01%
+41
365
$2.45K ﹤0.01%
300
366
$2.44K ﹤0.01%
120
367
$2.4K ﹤0.01%
4,000
368
$2.15K ﹤0.01%
28
369
$1.87K ﹤0.01%
+32
370
$1.85K ﹤0.01%
150
371
$1.83K ﹤0.01%
169
+99
372
$1.72K ﹤0.01%
1,000
373
$1.64K ﹤0.01%
+200
374
$1.5K ﹤0.01%
12
375
$1.48K ﹤0.01%
20
13 14
15
16 17