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
201
$28K 0.02%
2,200
202
$27.6K 0.02%
5,000
203
$27.6K 0.02%
700
204
$27.3K 0.02%
483
205
$26.6K 0.02%
7,000
+2,000
206
$26.1K 0.02%
1,396
+4
207
$25.8K 0.02%
710
208
$25.6K 0.02%
291
209
$25.3K 0.02%
9,000
210
$25K 0.02%
8,000
211
$24.9K 0.02%
232
212
$24.5K 0.02%
8,000
213
$24.4K 0.02%
500
214
$24.2K 0.02%
260
215
$24.2K 0.02%
1,800
216
$24.1K 0.02%
2,000
217
$24K 0.02%
4,000
218
$23.8K 0.02%
200
219
$23.6K 0.02%
1,200
220
$23.5K 0.02%
1,900
221
$23.3K 0.02%
472
222
$23.1K 0.02%
2,500
+1,000
223
$22.7K 0.02%
1,000
224
$22.4K 0.02%
1,500
225
$22.2K 0.02%
300
7 8
9
10 11