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
426
-220
427
$0 ﹤0.01%
+1