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FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$1.86M
2
+$1.51M
3
+$1.4M
4
OKE icon
Oneok
OKE
+$228K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$218K

Top Sells

1
+$1.71M
2
+$1.05M
3
+$944K
4
T icon
AT&T
T
+$400K
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
401
$49 ﹤0.01%
2
402
$13 ﹤0.01%
1
403
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-261
404
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-218
405
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-122
406
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-236
407
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-200
408
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-62
409
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-106
410
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411
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-1,190
412
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413
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414
– –
-5,016
415
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-150
416
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-67
417
– –
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418
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-200
419
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-45
420
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422
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-2,800
423
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-45
424
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-291
425
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-98
14 15 16
17
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