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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
301
$4K ﹤0.01%
256
302
$3K ﹤0.01%
24
303
$3K ﹤0.01%
+6
304
$2K ﹤0.01%
112
305
$2K ﹤0.01%
14
-116
306
$2K ﹤0.01%
71
307
$2K ﹤0.01%
+350
308
$1K ﹤0.01%
300
309
$1K ﹤0.01%
+10
310
$1K ﹤0.01%
185
311
– –
-713
312
– –
-200
313
– –
-200
314
– –
-15,902
315
– –
-500
316
– –
-12,144
317
– –
-867
318
– –
-1,672
319
– –
-200
320
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-240
321
– –
-77
322
– –
-708
323
– –
-1,050
324
– –
-12,000
325
– –
-494
11 12
13
14 15