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
301
$8K 0.01%
193
+38
302
$8K 0.01%
132
303
$8K 0.01%
250
304
$8K 0.01%
300
305
$7K 0.01%
282
306
$7K 0.01%
4
307
$7K 0.01%
800
308
$7K 0.01%
250
309
$7K 0.01%
100
310
$7K 0.01%
750
311
$7K 0.01%
118
312
$6K 0.01%
+150
313
$6K 0.01%
6
314
$6K 0.01%
1,500
315
$6K 0.01%
100
316
$6K 0.01%
100
317
$6K 0.01%
6,000
318
$6K 0.01%
50
319
$6K 0.01%
120
320
$5K ﹤0.01%
3,000
321
$5K ﹤0.01%
77
322
$5K ﹤0.01%
267
323
$5K ﹤0.01%
31
324
$5K ﹤0.01%
2,000
325
$5K ﹤0.01%
170
11 12
13
14 15