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
201
$23K 0.02%
600
202
$23K 0.02%
3,000
203
$22K 0.02%
494
204
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840
205
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130
206
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3,000
+1,000
207
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1,400
208
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1,000
209
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263
210
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348
211
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1,000
212
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3,000
-1,000
213
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214
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300
215
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216
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217
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218
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219
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220
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221
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222
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223
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224
$18K 0.01%
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225
$18K 0.01%
1,000
7 8
9
10 11