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
301
$7K 0.01%
45
302
$7K 0.01%
50
-150
303
$7K 0.01%
10,000
+4,000
304
$7K 0.01%
4,000
305
$6K 0.01%
100
306
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50
307
$6K 0.01%
750
308
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250
+50
309
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370
310
$6K 0.01%
+1,000
311
$6K 0.01%
31
312
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77
313
$5K ﹤0.01%
+2,000
314
$5K ﹤0.01%
40
315
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35
316
$5K ﹤0.01%
120
317
$5K ﹤0.01%
20
318
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1,500
319
$5K ﹤0.01%
150
320
$5K ﹤0.01%
36
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321
$5K ﹤0.01%
170
322
$5K ﹤0.01%
200
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323
$5K ﹤0.01%
44
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324
$5K ﹤0.01%
2,000
325
$5K ﹤0.01%
132
11 12
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