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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
326
$5K ﹤0.01%
14,000
+4,000
327
$5K ﹤0.01%
402
+300
328
$4K ﹤0.01%
175
329
$4K ﹤0.01%
218
330
$4K ﹤0.01%
60
331
$4K ﹤0.01%
6
332
$4K ﹤0.01%
107
333
$4K ﹤0.01%
150
334
$4K ﹤0.01%
1,000
335
$4K ﹤0.01%
121
336
$3K ﹤0.01%
50
337
$3K ﹤0.01%
+200
338
$3K ﹤0.01%
+1,000
339
$3K ﹤0.01%
24
340
$3K ﹤0.01%
112
341
$3K ﹤0.01%
200
342
$2K ﹤0.01%
94
343
$2K ﹤0.01%
+110
344
$1K ﹤0.01%
48
345
$1K ﹤0.01%
185
346
$1K ﹤0.01%
469
+169
347
$1K ﹤0.01%
+12
348
$1K ﹤0.01%
+55
349
$0 ﹤0.01%
+4
350
– –
-1,000
12 13
14
15 16