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
76
$137K 0.1%
2,200
77
$136K 0.1%
1,000
78
$133K 0.1%
4,648
-6
79
$129K 0.09%
2,000
80
$128K 0.09%
3,833
-197
81
$125K 0.09%
1,150
82
$121K 0.09%
1,093
83
$120K 0.09%
1,479
84
$119K 0.09%
598
+6
85
$117K 0.09%
1,073
86
$107K 0.08%
1,429
+1,126
87
$106K 0.08%
650
88
$105K 0.08%
1,678
89
$105K 0.08%
3,144
-1,204
90
$97.9K 0.07%
1,389
+250
91
$97K 0.07%
2,034
+210
92
$96.2K 0.07%
200
93
$95.7K 0.07%
1,162
94
$94.6K 0.07%
1,675
+1
95
$93.4K 0.07%
537
+257
96
$91.7K 0.07%
324
-10
97
$91.6K 0.07%
550
98
$90.5K 0.07%
580
99
$88.7K 0.06%
275
100
$88.2K 0.06%
900
-80
2 3
4
5 6