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
$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
251
$14K 0.01%
+41
252
$14K 0.01%
8,000
+6,000
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%
900
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258
$13K 0.01%
6,000
259
$13K 0.01%
400
260
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3,000
261
$13K 0.01%
+500
262
$13K 0.01%
346
263
$12K 0.01%
700
264
$12K 0.01%
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265
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165
266
$12K 0.01%
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267
$12K 0.01%
130
268
$12K 0.01%
75
269
$12K 0.01%
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270
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500
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225
272
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1,000
273
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274
$11K 0.01%
143
275
$11K 0.01%
2,000
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9 10
11
12 13