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
301
$7K 0.01%
45
302
$7K 0.01%
50
-150
303
$7K 0.01%
63
304
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100
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$6K 0.01%
100
306
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50
307
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750
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309
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310
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+1,000
311
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77
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$5K ﹤0.01%
40
314
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315
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316
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317
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14,000
+4,000
318
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402
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35
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322
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323
$5K ﹤0.01%
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324
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44
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325
$5K ﹤0.01%
2,000
11 12
13
14 15