FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$2.18M
2
+$1.9M
3
+$1.69M
4
BITQ icon
Bitwise Crypto Industry Innovators ETF
BITQ
+$615K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$189K

Top Sells

1
+$1.84M
2
+$1.62M
3
+$709K
4
KO icon
Coca-Cola
KO
+$148K
5
X
US Steel
X
+$106K

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
– –
-2,500
386
– –
-400
387
– –
-250
388
– –
-81
389
– –
-1,800
390
– –
-350
391
– –
-2,000
392
– –
-1,600
393
– –
-50
394
– –
-48
12 13 14 15
16