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
276
$6K 0.01%
31
277
$6K 0.01%
500
278
$6K 0.01%
600
279
$6K 0.01%
370
280
$6K 0.01%
750
281
$6K 0.01%
25
282
$5K ﹤0.01%
132
283
$5K ﹤0.01%
300
284
$5K ﹤0.01%
425
-425
285
$5K ﹤0.01%
933
+266
286
$5K ﹤0.01%
44
287
$5K ﹤0.01%
100
288
$5K ﹤0.01%
36
289
$5K ﹤0.01%
150
290
$5K ﹤0.01%
20
291
$4K ﹤0.01%
3,000
292
$4K ﹤0.01%
+1,000
293
$4K ﹤0.01%
1,000
294
$4K ﹤0.01%
600
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295
$4K ﹤0.01%
1,000
296
$4K ﹤0.01%
50
297
$4K ﹤0.01%
256
298
$4K ﹤0.01%
80
-82
299
$4K ﹤0.01%
107
300
$4K ﹤0.01%
60
10 11
12
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