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
$113M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$524K
3
+$494K
4
WMT icon
Walmart
WMT
+$353K
5
CVS icon
CVS Health
CVS
+$345K

Top Sells

1
+$1.41M
2
+$525K
3
+$300K
4
NVS icon
Novartis
NVS
+$263K
5
AAPL icon
Apple
AAPL
+$237K

Sector Composition

1 Technology 16.66%
2 Healthcare 15.39%
3 Consumer Staples 13.73%
4 Energy 11.72%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.02%
6,000
+1,000
227
$16K 0.01%
900
-540
228
$16K 0.01%
2,000
229
$16K 0.01%
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230
$16K 0.01%
+500
231
$15K 0.01%
336
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232
$15K 0.01%
1,000
233
$15K 0.01%
1,000
234
$15K 0.01%
302
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235
$15K 0.01%
2,000
+1,000
236
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1,000
237
$15K 0.01%
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238
$15K 0.01%
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239
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240
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241
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242
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243
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246
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195
247
$14K 0.01%
280
248
$14K 0.01%
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249
$14K 0.01%
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250
$14K 0.01%
1,600
8 9
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