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
326
$5K ﹤0.01%
+200
327
$5K ﹤0.01%
45
328
$5K ﹤0.01%
150
329
$5K ﹤0.01%
3,000
330
$5K ﹤0.01%
218
331
$5K ﹤0.01%
100
-6,000
332
$5K ﹤0.01%
35
333
$4K ﹤0.01%
80
334
$4K ﹤0.01%
40
335
$4K ﹤0.01%
25
336
$4K ﹤0.01%
20
337
$4K ﹤0.01%
60
338
$4K ﹤0.01%
35
339
$4K ﹤0.01%
36
340
$4K ﹤0.01%
1,000
341
$4K ﹤0.01%
120
342
$4K ﹤0.01%
+240
343
$4K ﹤0.01%
200
344
$3K ﹤0.01%
120
345
$3K ﹤0.01%
53
346
$3K ﹤0.01%
30
347
$3K ﹤0.01%
60
348
$3K ﹤0.01%
175
349
$2K ﹤0.01%
102
350
$2K ﹤0.01%
50
12 13
14
15 16