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
51
$272K 0.2%
5,261
52
$264K 0.19%
2,958
-499
53
$260K 0.19%
2,170
-194
54
$258K 0.19%
3,049
-1,432
55
$236K 0.17%
439
56
$204K 0.15%
1,267
+95
57
$204K 0.15%
3,600
-114
58
$203K 0.15%
10,278
59
$199K 0.14%
5,860
60
$190K 0.14%
1,315
+1
61
$190K 0.14%
800
-250
62
$188K 0.14%
391
+6
63
$184K 0.13%
1,739
+24
64
$181K 0.13%
817
65
$162K 0.12%
2,715
66
$159K 0.12%
653
+125
67
$156K 0.11%
597
68
$155K 0.11%
2,500
69
$147K 0.11%
599
70
$144K 0.1%
4,351
-1,523
71
$143K 0.1%
510
72
$141K 0.1%
1,050
73
$139K 0.1%
2,200
74
$139K 0.1%
1,484
-412
75
$137K 0.1%
5,300
1 2
3
4 5