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
301
$6.51K ﹤0.01%
73
302
$6.33K ﹤0.01%
140
+131
303
$6.31K ﹤0.01%
1,000
304
$6.27K ﹤0.01%
100
305
$6.22K ﹤0.01%
19
306
$5.99K ﹤0.01%
2,800
307
$5.93K ﹤0.01%
1,000
308
$5.91K ﹤0.01%
100
309
$5.8K ﹤0.01%
2,000
310
$5.62K ﹤0.01%
83
311
$5.6K ﹤0.01%
200
312
$5.47K ﹤0.01%
25
313
$5.44K ﹤0.01%
24
314
$5.34K ﹤0.01%
1,000
315
$5.26K ﹤0.01%
500
316
$5.19K ﹤0.01%
132
317
$4.96K ﹤0.01%
95
318
$4.86K ﹤0.01%
3,000
319
$4.86K ﹤0.01%
101
320
$4.71K ﹤0.01%
13
321
$4.54K ﹤0.01%
500
322
$4.49K ﹤0.01%
77
323
$4.48K ﹤0.01%
+60
324
$3.96K ﹤0.01%
100
-5
325
$3.7K ﹤0.01%
27
11 12
13
14 15