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
376
$253 ﹤0.01%
8
377
$252 ﹤0.01%
+5
378
$222 ﹤0.01%
4
379
$210 ﹤0.01%
5
380
$209 ﹤0.01%
3
381
$123 ﹤0.01%
2
382
$33 ﹤0.01%
2
383
$11 ﹤0.01%
1
384
– –
-200
385
– –
-250
386
– –
-400
387
– –
-48
388
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-50
389
– –
-1,600
390
– –
-2,000
391
– –
-350
392
– –
-1,800
393
– –
-81
394
– –
-2,500
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