FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$810K
2
+$523K
3
+$491K
4
WMT icon
Walmart Inc
WMT
+$356K
5
CVS icon
CVS Health
CVS
+$339K

Top Sells

1
+$1.41M
2
+$486K
3
+$286K
4
NVS icon
Novartis
NVS
+$249K
5
AAPL icon
Apple
AAPL
+$244K

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%
130
203
$20K 0.02%
295
204
$20K 0.02%
1,250
205
$20K 0.02%
165
206
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840
207
$20K 0.02%
400
+200
208
$20K 0.02%
1,000
209
$20K 0.02%
570
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
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215
$18K 0.02%
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216
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217
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155
218
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400
219
$18K 0.02%
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220
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200
221
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223
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300
224
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600
225
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6,000
+1,000
7 8
9
10 11