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
176
$34.5K 0.03%
2,500
177
$33.3K 0.02%
250
178
$33K 0.02%
547
179
$32.5K 0.02%
252
180
$31.7K 0.02%
808
181
$31.4K 0.02%
1,600
182
$31.2K 0.02%
309
183
$31.1K 0.02%
150
184
$30.8K 0.02%
125
+14
185
$30.8K 0.02%
1,300
186
$30.6K 0.02%
800
187
$30.6K 0.02%
600
188
$30.2K 0.02%
2,800
189
$29.7K 0.02%
350
190
$29.7K 0.02%
1,500
191
$29.6K 0.02%
3,000
192
$29.5K 0.02%
766
193
$29.4K 0.02%
871
+1
194
$29.2K 0.02%
700
195
$29.1K 0.02%
150
196
$29K 0.02%
3,000
197
$29K 0.02%
101
198
$28.8K 0.02%
400
+100
199
$28.3K 0.02%
6,270
200
$28.3K 0.02%
500
6 7
8
9 10