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
126
$63K 0.05%
5,000
127
$61.8K 0.04%
700
-50
128
$60.1K 0.04%
5,500
129
$59.6K 0.04%
430
130
$57.8K 0.04%
558
131
$56.4K 0.04%
5,000
132
$56K 0.04%
1,400
133
$54.9K 0.04%
1,190
134
$54.4K 0.04%
1,800
135
$54.2K 0.04%
1,023
136
$53.5K 0.04%
351
137
$53.4K 0.04%
800
+100
138
$52.9K 0.04%
1,149
-1,851
139
$51.9K 0.04%
1,146
140
$51.5K 0.04%
10,300
141
$51.3K 0.04%
2,000
142
$51.2K 0.04%
1,786
143
$49.2K 0.04%
700
144
$48.4K 0.04%
3,500
145
$46.6K 0.03%
400
146
$46.5K 0.03%
406
147
$45.8K 0.03%
3,000
148
$45.4K 0.03%
3,000
149
$45.1K 0.03%
12,000
150
$44.3K 0.03%
300
4 5
6
7 8