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
101
$87.5K 0.06%
5,300
+300
102
$86.7K 0.06%
888
103
$82.5K 0.06%
2,222
104
$80K 0.06%
3,200
105
$79.5K 0.06%
1,400
106
$79.4K 0.06%
950
107
$78K 0.06%
1,012
108
$77.8K 0.06%
+512
109
$77.3K 0.06%
776
+1
110
$74.3K 0.05%
870
-229
111
$71.8K 0.05%
6,175
112
$70.9K 0.05%
664
113
$69.7K 0.05%
1,270
114
$68.6K 0.05%
560
+4
115
$68.5K 0.05%
7,200
116
$67K 0.05%
4,000
117
$67K 0.05%
615
+315
118
$66.7K 0.05%
303
119
$66.6K 0.05%
1,638
+1,599
120
$66.5K 0.05%
1,270
121
$66.1K 0.05%
371
+306
122
$64.5K 0.05%
300
+200
123
$64.5K 0.05%
2,800
+400
124
$64.3K 0.05%
2,300
125
$64K 0.05%
1,000
3 4
5
6 7