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
$114M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.64M
3
+$1.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$995K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$373K

Top Sells

1
+$2.44M
2
+$2.22M
3
+$1.65M
4
CVS icon
CVS Health
CVS
+$926K
5
CL icon
Colgate-Palmolive
CL
+$870K

Sector Composition

1 Technology 22.53%
2 Energy 13.93%
3 Financials 11.29%
4 Healthcare 10.4%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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1,000
252
$9K 0.01%
250
253
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254
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300
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340
256
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257
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258
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100
259
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118
260
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5,000
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261
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500
262
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300
-300
263
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264
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265
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300
266
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268
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269
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250
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273
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274
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218
9 10
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