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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
351
$2K ﹤0.01%
94
352
$2K ﹤0.01%
112
353
$2K ﹤0.01%
100
354
$2K ﹤0.01%
+20
355
$2K ﹤0.01%
50
356
$1K ﹤0.01%
300
357
$1K ﹤0.01%
62
358
$1K ﹤0.01%
185
359
– –
-153
360
– –
-800
361
– –
-25
362
– –
-46,695
363
$0 ﹤0.01%
+220
364
– –
-500
365
– –
-125
366
– –
-3,000
367
– –
-3,400
368
– –
-2,526
369
– –
-30
370
– –
-5,000
371
– –
-10,000
372
– –
-40
373
– –
-450
374
– –
-500
375
– –
-500
12 13 14
15
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