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
276
$11.2K 0.01%
2,200
277
$10.9K 0.01%
+100
278
$10.9K 0.01%
12,000
279
$10.7K 0.01%
200
280
$10.5K 0.01%
87
281
$10.4K 0.01%
66
282
$10.3K 0.01%
89
283
$10.3K 0.01%
+7,000
284
$10.2K 0.01%
+1,500
285
$9.54K 0.01%
200
286
$9.18K 0.01%
+800
287
$8.95K 0.01%
979
288
$8.93K 0.01%
1,000
289
$8.85K 0.01%
1,500
290
$8.38K 0.01%
65
291
$8.3K 0.01%
5,000
292
$7.95K ﹤0.01%
+300
293
$7.58K ﹤0.01%
14,000
294
$7.5K ﹤0.01%
112
295
$7.31K ﹤0.01%
152
296
$7.02K ﹤0.01%
+657
297
$6.94K ﹤0.01%
+800
298
$6.83K ﹤0.01%
1,177
299
$6.54K ﹤0.01%
76
300
$6.53K ﹤0.01%
1,600
10 11
12
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