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
151
$43K 0.04%
541
152
$43K 0.04%
400
153
$43K 0.04%
3,500
+500
154
$41K 0.04%
2,500
155
$39K 0.03%
1,020
156
$39K 0.03%
2,164
157
$38K 0.03%
924
+301
158
$36K 0.03%
2,000
159
$34K 0.03%
4,700
-2,250
160
$33K 0.03%
2,500
-1,000
161
$32K 0.03%
250
162
$32K 0.03%
5,034
163
$31K 0.03%
800
164
$31K 0.03%
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165
$30K 0.03%
1,005
166
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506
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167
$30K 0.03%
625
168
$30K 0.03%
550
169
$30K 0.03%
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170
$29K 0.03%
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171
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172
$29K 0.03%
464
173
$28K 0.02%
850
174
$28K 0.02%
400
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175
$28K 0.02%
1,332
+666
5 6
7
8 9