FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$218K
3
+$76.3K
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$48K
5
AXP icon
American Express
AXP
+$34.8K

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.21M
4
GE icon
GE Aerospace
GE
+$1.13M
5
BTI icon
British American Tobacco
BTI
+$963K

Sector Composition

1 Technology 17.59%
2 Healthcare 14.67%
3 Energy 12.93%
4 Consumer Staples 10.36%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
2,950
227
$17K 0.01%
1,110
228
$17K 0.01%
100
229
$17K 0.01%
900
230
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600
231
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2,000
232
$17K 0.01%
600
233
$16K 0.01%
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234
$16K 0.01%
290
235
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1,000
236
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237
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339
238
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239
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240
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196
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241
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242
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200
243
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245
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249
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250
$14K 0.01%
4,000
8 9
10
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