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
176
$28K 0.02%
1,900
177
$28K 0.02%
530
178
$27K 0.02%
306
179
$27K 0.02%
3,300
180
$27K 0.02%
800
181
$27K 0.02%
645
182
$26K 0.02%
373
183
$26K 0.02%
400
184
$26K 0.02%
200
185
$25K 0.02%
3,000
186
$25K 0.02%
125
-40
187
$25K 0.02%
1,000
188
$24K 0.02%
1,500
189
$24K 0.02%
2,400
+1,200
190
$24K 0.02%
620
191
$23K 0.02%
200
192
$23K 0.02%
554
-200
193
$23K 0.02%
420
194
$22K 0.02%
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195
$22K 0.02%
263
196
$22K 0.02%
674
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197
$22K 0.02%
250
198
$21K 0.02%
595
199
$21K 0.02%
600
200
$21K 0.02%
300
6 7
8
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