FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$215K
3
+$74.8K
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$48K
5
AXP icon
American Express
AXP
+$33.3K

Top Sells

1
+$2M
2
+$1.5M
3
+$1.3M
4
CVS icon
CVS Health
CVS
+$1.21M
5
BTI icon
British American Tobacco
BTI
+$939K

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
251
$14K 0.01%
200
252
$14K 0.01%
1,200
253
$13K 0.01%
5,000
+1,000
254
$13K 0.01%
80
255
$13K 0.01%
1,500
+500
256
$13K 0.01%
500
-1,500
257
$13K 0.01%
6,000
258
$13K 0.01%
400
259
$13K 0.01%
3,000
260
$13K 0.01%
+500
261
$13K 0.01%
346
262
$13K 0.01%
900
+60
263
$12K 0.01%
700
264
$12K 0.01%
906
+400
265
$12K 0.01%
165
266
$12K 0.01%
1,600
267
$12K 0.01%
130
268
$12K 0.01%
75
269
$12K 0.01%
850
270
$11K 0.01%
143
271
$11K 0.01%
2,000
+500
272
$11K 0.01%
225
273
$11K 0.01%
1,000
274
$11K 0.01%
500
275
$11K 0.01%
1,000
9 10
11
12 13