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

Top Buys

1
+$3.5M
2
+$1.69M
3
+$1.44M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$373K

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.62M
4
CVS icon
CVS Health
CVS
+$895K
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
$10K 0.01%
1,000
252
$9K 0.01%
170
253
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1,000
254
$9K 0.01%
+6,000
255
$9K 0.01%
250
256
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257
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300
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258
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100
259
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300
260
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300
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261
$8K 0.01%
2,000
262
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1,000
263
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118
264
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5,000
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265
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500
266
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268
$7K 0.01%
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269
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270
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64
271
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272
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273
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274
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1,000
275
$7K 0.01%
282
9 10
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