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
276
$10K 0.01%
1,000
277
$10K 0.01%
4,000
278
$10K 0.01%
1,012
+506
279
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2,000
280
$10K 0.01%
200
281
$10K 0.01%
2,000
+1,600
282
$10K 0.01%
500
283
$10K 0.01%
667
+334
284
$9K 0.01%
80
285
$9K 0.01%
1,500
286
$9K 0.01%
190
287
$9K 0.01%
200
288
$9K 0.01%
1,500
289
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370
290
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500
291
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2,000
292
$9K 0.01%
287
293
$9K 0.01%
500
294
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4,000
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295
$9K 0.01%
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296
$8K 0.01%
1,000
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297
$8K 0.01%
610
298
$8K 0.01%
3,000
299
$8K 0.01%
250
300
$8K 0.01%
930
10 11
12
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