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
251
$13K 0.01%
1,555
252
$13K 0.01%
700
253
$13K 0.01%
300
254
$13K 0.01%
200
255
$13K 0.01%
378
256
$13K 0.01%
700
257
$12K 0.01%
130
258
$12K 0.01%
1,500
259
$12K 0.01%
130
260
$12K 0.01%
3,000
+1,500
261
$12K 0.01%
3,000
262
$12K 0.01%
500
263
$12K 0.01%
1,500
264
$12K 0.01%
850
-450
265
$11K 0.01%
143
266
$11K 0.01%
500
267
$11K 0.01%
75
268
$11K 0.01%
400
269
$10K 0.01%
500
270
$10K 0.01%
667
+334
271
$10K 0.01%
165
272
$10K 0.01%
790
+130
273
$10K 0.01%
225
-75
274
$10K 0.01%
1,000
275
$10K 0.01%
537
9 10
11
12 13