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
26
$1.83M 1.33%
34,953
-1,866
27
$1.28M 0.93%
10,622
-637
28
$1.19M 0.87%
15,734
-130
29
$1.07M 0.77%
17,688
-60
30
$1.05M 0.77%
21,004
-200
31
$949K 0.69%
14,601
-1,380
32
$585K 0.43%
4,487
-314
33
$551K 0.4%
13,271
+344
34
$474K 0.34%
29,687
-9,152
35
$463K 0.34%
9,587
+9,220
36
$417K 0.3%
2,325
37
$401K 0.29%
2,677
+2
38
$388K 0.28%
3,605
-141
39
$360K 0.26%
2,000
40
$354K 0.26%
12,040
41
$353K 0.26%
2,329
42
$326K 0.24%
947
+57
43
$314K 0.23%
11,919
44
$313K 0.23%
5,016
+3,466
45
$308K 0.22%
2,630
+910
46
$301K 0.22%
1,904
47
$291K 0.21%
740
48
$291K 0.21%
6,813
49
$288K 0.21%
986
50
$280K 0.2%
2,350
1
2
3 4 5