FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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 Inc
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%
300
227
$16K 0.01%
2,000
228
$16K 0.01%
100
-25
229
$16K 0.01%
+500
230
$16K 0.01%
900
-540
231
$15K 0.01%
1,000
232
$15K 0.01%
302
+40
233
$15K 0.01%
2,000
+1,000
234
$15K 0.01%
1,000
235
$15K 0.01%
6,000
236
$15K 0.01%
3,500
237
$15K 0.01%
336
+39
238
$15K 0.01%
1,000
239
$14K 0.01%
150
240
$14K 0.01%
150
241
$14K 0.01%
1,000
242
$14K 0.01%
195
243
$14K 0.01%
280
244
$14K 0.01%
400
245
$14K 0.01%
1,400
246
$14K 0.01%
290
247
$14K 0.01%
150
+50
248
$14K 0.01%
1,600
249
$14K 0.01%
1,200
+600
250
$14K 0.01%
346
8 9
10
11 12