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
26
$1.59M 1.39%
29,465
+230
27
$1.54M 1.35%
15,685
-667
28
$1.51M 1.32%
21,679
+675
29
$1.33M 1.17%
54,841
-16,009
30
$1.25M 1.1%
12,047
+202
31
$1.07M 0.94%
15,491
+79
32
$1.03M 0.91%
22,873
-589
33
$1.03M 0.9%
9,464
-1,287
34
$1M 0.88%
+9,815
35
$987K 0.87%
8,132
-56
36
$925K 0.81%
13,667
-23,965
37
$831K 0.73%
14,347
+1,521
38
$772K 0.68%
43,688
-20,986
39
$620K 0.54%
27,525
40
$610K 0.54%
7,754
+214
41
$584K 0.51%
2,575
42
$578K 0.51%
5,440
-127
43
$576K 0.51%
13,067
-100
44
$530K 0.47%
18,810
45
$494K 0.43%
7,140
+5,390
46
$462K 0.41%
4,110
-610
47
$448K 0.39%
5,350
+150
48
$433K 0.38%
1,596
+14
49
$408K 0.36%
1,682
+20
50
$386K 0.34%
3,500
1
2
3 4 5