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
376
$549 ﹤0.01%
15
377
$507 ﹤0.01%
5
378
$485 ﹤0.01%
20
379
$484 ﹤0.01%
63
-16
380
$433 ﹤0.01%
18
381
$427 ﹤0.01%
17
382
$410 ﹤0.01%
5
383
$386 ﹤0.01%
9
384
$333 ﹤0.01%
5
385
$307 ﹤0.01%
7
+1
386
$277 ﹤0.01%
50
387
$276 ﹤0.01%
8
388
$223 ﹤0.01%
7
389
$199 ﹤0.01%
3
390
$176 ﹤0.01%
4
391
$171 ﹤0.01%
71
392
$167 ﹤0.01%
4
393
$46 ﹤0.01%
2
394
$18 ﹤0.01%
1
395
$14 ﹤0.01%
2
396
– –
-829
397
– –
-181
398
– –
-37
399
– –
-126
400
– –
-970
13 14 15
16
17