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
201
$21K 0.02%
+1,050
202
$20K 0.02%
1,250
203
$20K 0.02%
840
204
$20K 0.02%
165
205
$20K 0.02%
400
+200
206
$20K 0.02%
1,000
207
$20K 0.02%
570
208
$20K 0.02%
130
209
$20K 0.02%
295
210
$19K 0.02%
494
211
$19K 0.02%
3,000
-1,000
212
$19K 0.02%
348
213
$18K 0.02%
+2,000
214
$18K 0.02%
6,000
215
$18K 0.02%
1,110
216
$18K 0.02%
155
217
$18K 0.02%
400
218
$18K 0.02%
2,950
219
$18K 0.02%
1,000
220
$17K 0.02%
200
221
$17K 0.02%
600
222
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1,000
223
$17K 0.02%
300
224
$17K 0.02%
600
225
$17K 0.02%
2,000
7 8
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