FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+1.23%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$1.6M
(+1.4%)
Cap. Flow
+$742K
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
29.9%
Holding
394
New
12
Increased
69
Reduced
50
Closed
32
Top Buys
| 1 |
Amgen
AMGN
|
$858K |
| 2 |
Bank of New York Mellon
BK
|
$524K |
| 3 |
GE Aerospace
GE
|
$494K |
| 4 |
Walmart
WMT
|
$353K |
| 5 |
CVS Health
CVS
|
$345K |
Top Sells
| 1 |
Honda
HMC
|
$1.41M |
| 2 |
Abbott
ABT
|
$525K |
| 3 |
Amazon
AMZN
|
$300K |
| 4 |
Novartis
NVS
|
$263K |
| 5 |
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% |
