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
301
$4K ﹤0.01%
600
+400
302
$3K ﹤0.01%
24
303
$3K ﹤0.01%
+6
304
$2K ﹤0.01%
14
-116
305
$2K ﹤0.01%
71
306
$2K ﹤0.01%
+350
307
$2K ﹤0.01%
112
308
$1K ﹤0.01%
300
309
$1K ﹤0.01%
+10
310
$1K ﹤0.01%
185
311
– –
-494
312
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-35
313
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-500
314
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-12,144
315
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316
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317
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-94
318
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319
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321
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-1,315
322
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-4,650
323
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324
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-8,485
325
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-300
11 12
13
14 15