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
151
$44.1K 0.03%
360
152
$44.1K 0.03%
900
153
$43.8K 0.03%
670
154
$43.6K 0.03%
+1,800
155
$43.2K 0.03%
532
156
$42.9K 0.03%
400
+1
157
$42.6K 0.03%
300
-48
158
$40.9K 0.03%
636
159
$39.2K 0.03%
+341
160
$38.9K 0.03%
306
161
$38.8K 0.03%
700
162
$37.7K 0.03%
2,640
163
$37K 0.03%
130
164
$36.9K 0.03%
506
165
$36.4K 0.03%
721
166
$36.4K 0.03%
979
+300
167
$36.2K 0.03%
+900
168
$36.1K 0.03%
+2,005
169
$35.8K 0.03%
270
170
$35.8K 0.03%
+376
171
$35.7K 0.03%
1,600
172
$35.3K 0.03%
600
173
$35.2K 0.03%
2,000
174
$35K 0.03%
620
175
$34.9K 0.03%
400
5 6
7
8 9