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
176
$33.6K 0.03%
500
177
$33.4K 0.03%
130
178
$33K 0.03%
2,005
179
$32K 0.02%
260
180
$31.8K 0.02%
366
+57
181
$31.6K 0.02%
250
182
$31.5K 0.02%
500
183
$30.9K 0.02%
1,600
184
$30.9K 0.02%
700
185
$30.8K 0.02%
1,300
186
$30.8K 0.02%
300
187
$30.3K 0.02%
101
188
$29.6K 0.02%
2,200
189
$29.1K 0.02%
8,000
190
$28.9K 0.02%
872
+1
191
$28.4K 0.02%
400
192
$26.9K 0.02%
3,000
193
$26.7K 0.02%
6,270
194
$26.4K 0.02%
483
195
$26.2K 0.02%
2,000
196
$26.1K 0.02%
700
197
$25.9K 0.02%
1,500
198
$25.8K 0.02%
215
199
$25.8K 0.02%
4,000
200
$25.5K 0.02%
1,200
6 7
8
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