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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
376
– –
-700
377
$0 ﹤0.01%
+2
378
– –
-35
379
– –
-50
380
– –
-400
381
– –
-4,000
382
– –
-543
383
$0 ﹤0.01%
+3
384
$0 ﹤0.01%
100
385
– –
-200
386
– –
-2,000
387
– –
-10,000
388
– –
-750
389
– –
-9,000
390
– –
-434
391
– –
-2,000
392
– –
-445
393
– –
-7,000
394
– –
-3,000
12 13 14 15
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