FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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 Inc
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
326
$5K ﹤0.01%
3,000
327
$5K ﹤0.01%
35
328
$5K ﹤0.01%
100
-6,000
329
$5K ﹤0.01%
218
330
$5K ﹤0.01%
3,000
331
$5K ﹤0.01%
150
332
$5K ﹤0.01%
45
333
$4K ﹤0.01%
60
334
$4K ﹤0.01%
35
335
$4K ﹤0.01%
36
336
$4K ﹤0.01%
1,000
337
$4K ﹤0.01%
120
338
$4K ﹤0.01%
+240
339
$4K ﹤0.01%
200
340
$4K ﹤0.01%
80
341
$4K ﹤0.01%
40
342
$4K ﹤0.01%
25
343
$4K ﹤0.01%
20
344
$3K ﹤0.01%
53
345
$3K ﹤0.01%
120
346
$3K ﹤0.01%
175
347
$3K ﹤0.01%
60
348
$3K ﹤0.01%
30
349
$2K ﹤0.01%
15
350
$2K ﹤0.01%
94
12 13
14
15 16