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
301
$8K 0.01%
1,000
+300
302
$8K 0.01%
610
303
$8K 0.01%
132
304
$8K 0.01%
250
305
$7K 0.01%
4
306
$7K 0.01%
282
307
$7K 0.01%
118
308
$7K 0.01%
750
309
$7K 0.01%
100
310
$7K 0.01%
250
311
$7K 0.01%
800
312
$6K 0.01%
120
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50
314
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6,000
315
$6K 0.01%
100
316
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$6K 0.01%
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318
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6
319
$6K 0.01%
+150
320
$5K ﹤0.01%
100
-6,000
321
$5K ﹤0.01%
218
322
$5K ﹤0.01%
3,000
323
$5K ﹤0.01%
150
324
$5K ﹤0.01%
45
325
$5K ﹤0.01%
35
11 12
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