FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+6.73%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
-$80K
(-0.07%)
Cap. Flow
-$6.76M
Cap. Flow
% of AUM
-5.61%
Top 10 Holdings %
Top 10 Hldgs %
33.04%
Holding
427
New
69
Increased
60
Reduced
37
Closed
21
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$2.59M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$218K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$76.3K |
| 4 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
+$48K |
| 5 |
American Express
AXP
|
+$34.8K |
Top Sells
| 1 |
Verizon
VZ
|
+$2.16M |
| 2 |
J.M. Smucker
SJM
|
+$1.69M |
| 3 |
CVS Health
CVS
|
+$1.21M |
| 4 |
GE Aerospace
GE
|
+$1.13M |
| 5 |
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% |
