FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
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
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
101
$121K 0.11%
1,640
+1,020
102
$118K 0.1%
+2,360
103
$118K 0.1%
1,070
104
$117K 0.1%
700
-100
105
$117K 0.1%
3,000
106
$113K 0.1%
4,310
107
$110K 0.1%
30,270
+14,820
108
$108K 0.1%
3,600
109
$101K 0.09%
1,420
110
$99K 0.09%
3,600
111
$97K 0.09%
2,250
112
$94K 0.08%
708
113
$93K 0.08%
+1,500
114
$91K 0.08%
1,357
115
$85K 0.08%
600
+500
116
$84K 0.07%
699
117
$81K 0.07%
3,100
-80
118
$80K 0.07%
500
119
$74K 0.07%
546
+61
120
$73K 0.06%
1,600
121
$69K 0.06%
1,315
122
$67K 0.06%
276
123
$61K 0.05%
481
-10
124
$60K 0.05%
555
125
$60K 0.05%
713
+175
3 4
5
6 7