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
$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
126
$54.3K 0.04%
1,800
127
$53.7K 0.04%
430
128
$53.7K 0.04%
1,270
129
$53.5K 0.04%
477
-83
130
$53.2K 0.04%
5,500
131
$53K 0.04%
800
132
$52.7K 0.04%
12,000
133
$52.5K 0.04%
3,500
134
$51.9K 0.04%
1,023
135
$51.5K 0.04%
406
136
$50.8K 0.04%
753
-2,296
137
$50.7K 0.04%
5,000
138
$50.6K 0.04%
900
139
$49.7K 0.04%
700
140
$48.8K 0.04%
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141
$48.2K 0.04%
9,000
142
$47.1K 0.04%
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143
$47K 0.04%
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144
$45.3K 0.03%
700
145
$42.6K 0.03%
662
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146
$42.5K 0.03%
1,800
147
$41.9K 0.03%
300
148
$41.4K 0.03%
360
149
$41.4K 0.03%
300
150
$40.9K 0.03%
7,000
4 5
6
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