FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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
276
$6K 0.01%
25
277
$6K 0.01%
750
278
$6K 0.01%
370
279
$6K 0.01%
600
280
$6K 0.01%
500
281
$6K 0.01%
31
282
$5K ﹤0.01%
44
283
$5K ﹤0.01%
132
284
$5K ﹤0.01%
933
+266
285
$5K ﹤0.01%
20
286
$5K ﹤0.01%
150
287
$5K ﹤0.01%
36
288
$5K ﹤0.01%
100
289
$5K ﹤0.01%
425
-425
290
$5K ﹤0.01%
300
291
$4K ﹤0.01%
1,000
292
$4K ﹤0.01%
3,000
293
$4K ﹤0.01%
+1,000
294
$4K ﹤0.01%
175
295
$4K ﹤0.01%
60
296
$4K ﹤0.01%
107
297
$4K ﹤0.01%
80
-82
298
$4K ﹤0.01%
256
299
$4K ﹤0.01%
50
300
$4K ﹤0.01%
1,000
10 11
12
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