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
426
-680
427
$0 ﹤0.01%
100