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

Top Buys

1
+$810K
2
+$523K
3
+$491K
4
WMT icon
Walmart Inc
WMT
+$356K
5
CVS icon
CVS Health
CVS
+$339K

Top Sells

1
+$1.41M
2
+$486K
3
+$286K
4
NVS icon
Novartis
NVS
+$249K
5
AAPL icon
Apple
AAPL
+$244K

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%
2,000
227
$16K 0.01%
900
-540
228
$16K 0.01%
+500
229
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2,000
230
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100
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231
$15K 0.01%
336
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232
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1,000
233
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1,000
234
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302
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235
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2,000
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236
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1,000
237
$15K 0.01%
6,000
238
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239
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240
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241
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242
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195
243
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400
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$14K 0.01%
346
8 9
10
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