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
351
$1.41K ﹤0.01%
+25
352
$1.23K ﹤0.01%
28
353
$1.2K ﹤0.01%
47
354
$1.01K ﹤0.01%
80
355
$988 ﹤0.01%
39
356
$965 ﹤0.01%
46
+1
357
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35
358
$860 ﹤0.01%
250
359
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+3
360
$771 ﹤0.01%
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361
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5
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50
+25
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$351 ﹤0.01%
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$347 ﹤0.01%
5
375
$326 ﹤0.01%
50
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