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
151
$29K 0.03%
700
+100
152
$28K 0.02%
306
153
$28K 0.02%
400
154
$28K 0.02%
645
155
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400
156
$27K 0.02%
600
157
$27K 0.02%
400
158
$27K 0.02%
820
159
$27K 0.02%
200
160
$26K 0.02%
518
161
$26K 0.02%
625
162
$26K 0.02%
3,000
163
$25K 0.02%
250
164
$25K 0.02%
3,000
165
$25K 0.02%
300
166
$24K 0.02%
620
167
$24K 0.02%
1,000
168
$24K 0.02%
300
169
$23K 0.02%
125
170
$23K 0.02%
578
171
$23K 0.02%
600
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173
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600
174
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175
$22K 0.02%
5,000
5 6
7
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