FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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
76
$101K 0.08%
2,045
+11
77
$100K 0.08%
2,200
78
$99.5K 0.08%
2,202
+1,670
79
$97.7K 0.07%
302
+27
80
$97.7K 0.07%
1,661
-17
81
$96.9K 0.07%
200
82
$95.8K 0.07%
335
-175
83
$95K 0.07%
1,389
84
$94.3K 0.07%
2,653
-1,180
85
$94.3K 0.07%
580
86
$91.9K 0.07%
550
87
$89.9K 0.07%
950
-200
88
$88.2K 0.07%
324
89
$83.3K 0.06%
1,717
+42
90
$83.2K 0.06%
1,400
91
$81.3K 0.06%
1,126
-303
92
$78.8K 0.06%
658
+100
93
$77.1K 0.06%
944
+74
94
$75.8K 0.06%
1,012
95
$75.5K 0.06%
836
-648
96
$74.8K 0.06%
1,100
-1,100
97
$74.6K 0.06%
958
-204
98
$73.7K 0.06%
2,222
99
$72.4K 0.06%
748
-325
100
$71.9K 0.05%
950
2 3
4
5 6