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
126
$60K 0.05%
1,337
+600
127
$60K 0.05%
4,000
+2,000
128
$57K 0.05%
1,100
129
$55K 0.05%
1,050
130
$54K 0.05%
800
131
$54K 0.05%
3,850
132
$54K 0.05%
610
133
$52K 0.05%
1,672
134
$52K 0.05%
800
+200
135
$51K 0.05%
680
136
$51K 0.05%
2,080
137
$50K 0.04%
600
+300
138
$50K 0.04%
2,333
139
$48K 0.04%
2,700
+900
140
$48K 0.04%
980
141
$48K 0.04%
6,000
142
$47K 0.04%
5,465
143
$46K 0.04%
727
144
$46K 0.04%
200
145
$45K 0.04%
820
146
$45K 0.04%
1,075
147
$44K 0.04%
900
-10,730
148
$44K 0.04%
300
149
$44K 0.04%
200
150
$44K 0.04%
852
4 5
6
7 8