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
376
$1.43K ﹤0.01%
666
377
$1.39K ﹤0.01%
1,000
378
$1.26K ﹤0.01%
47
+1
379
$1.18K ﹤0.01%
76
380
$1.17K ﹤0.01%
70
381
$943 ﹤0.01%
+250
382
$893 ﹤0.01%
100
383
$847 ﹤0.01%
39
+1
384
$741 ﹤0.01%
6
-300
385
$717 ﹤0.01%
33
386
$672 ﹤0.01%
1,600
387
$525 ﹤0.01%
15
388
$488 ﹤0.01%
5
389
$428 ﹤0.01%
9
390
$402 ﹤0.01%
5
391
$329 ﹤0.01%
20
392
$320 ﹤0.01%
5
393
$305 ﹤0.01%
7
394
$302 ﹤0.01%
+20
395
$289 ﹤0.01%
9
+1
396
$262 ﹤0.01%
7
397
$236 ﹤0.01%
50
398
$192 ﹤0.01%
3
399
$168 ﹤0.01%
4
400
$125 ﹤0.01%
4
14 15
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