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
$167M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.89M
3
+$1.81M
4
BITQ icon
Bitwise Crypto Industry Innovators ETF
BITQ
+$778K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$210K

Top Sells

1
+$1.83M
2
+$1.64M
3
+$695K
4
KO icon
Coca-Cola
KO
+$147K
5
JPM icon
JPMorgan Chase
JPM
+$107K

Sector Composition

1 Technology 23%
2 Industrials 13.49%
3 Energy 10.56%
4 Healthcare 9.49%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.5K 0.01%
1,600
227
$22.2K 0.01%
1,200
228
$21.7K 0.01%
2,000
229
$21.6K 0.01%
2,000
230
$20.9K 0.01%
10,000
231
$20.7K 0.01%
+1,000
232
$20.5K 0.01%
250
233
$20.4K 0.01%
450
234
$19.9K 0.01%
3,000
235
$19.8K 0.01%
200
236
$18.9K 0.01%
1,500
237
$18.6K 0.01%
+400
238
$18.6K 0.01%
2,000
239
$18.1K 0.01%
7,000
240
$17.9K 0.01%
173
241
$17.9K 0.01%
306
242
$17.9K 0.01%
27
243
$17.9K 0.01%
10,000
244
$17.6K 0.01%
22
245
$17.3K 0.01%
800
+300
246
$17.3K 0.01%
+200
247
$16.7K 0.01%
300
248
$16.1K 0.01%
100
249
$15.9K 0.01%
+600
250
$15.6K 0.01%
350
8 9
10
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