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
276
$10K 0.01%
2,000
+1,600
277
$10K 0.01%
1,000
278
$10K 0.01%
4,000
279
$10K 0.01%
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+506
280
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2,000
281
$10K 0.01%
200
282
$10K 0.01%
2,000
283
$10K 0.01%
1,000
284
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200
285
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12,000
286
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80
287
$9K 0.01%
1,500
288
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190
289
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290
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291
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500
292
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293
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294
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500
295
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296
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300
297
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3,000
298
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250
299
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300
$8K 0.01%
193
+38
10 11
12
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