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
326
$3.61K ﹤0.01%
83
327
$3.27K ﹤0.01%
46
328
$3.24K ﹤0.01%
100
329
$2.66K ﹤0.01%
84
330
$2.63K ﹤0.01%
+175
331
$2.5K ﹤0.01%
+23
332
$2.43K ﹤0.01%
12
333
$2.42K ﹤0.01%
+30
334
$2.39K ﹤0.01%
375
335
$2.35K ﹤0.01%
125
336
$2.34K ﹤0.01%
69
337
$2.34K ﹤0.01%
12
338
$2.28K ﹤0.01%
+23
339
$2.18K ﹤0.01%
25
340
$2.09K ﹤0.01%
33
341
$1.91K ﹤0.01%
48
342
$1.9K ﹤0.01%
20
343
$1.89K ﹤0.01%
33
344
$1.83K ﹤0.01%
10
345
$1.82K ﹤0.01%
22
346
$1.78K ﹤0.01%
37
347
$1.71K ﹤0.01%
37
348
$1.7K ﹤0.01%
21
349
$1.59K ﹤0.01%
42
350
$1.52K ﹤0.01%
2,000
12 13
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15 16