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
26
$1.25M 0.75%
22,291
+471
27
$820K 0.49%
3,914
+97
28
$739K 0.44%
3,370
+18
29
$699K 0.42%
1,586
+354
30
$657K 0.39%
3,166
31
$620K 0.37%
8,763
-2,071
32
$558K 0.33%
5,709
33
$551K 0.33%
2,518
+75
34
$513K 0.31%
1,401
-4,465
35
$493K 0.3%
3,730
-5,260
36
$453K 0.27%
458
37
$447K 0.27%
2,458
-198
38
$414K 0.25%
1,866
-8,236
39
$376K 0.23%
4,697
-245
40
$356K 0.21%
14,705
-2,008
41
$354K 0.21%
2,630
42
$351K 0.21%
2,206
-136
43
$339K 0.2%
1,150
44
$336K 0.2%
3,680
45
$332K 0.2%
590
46
$314K 0.19%
10,121
-499
47
$313K 0.19%
645
48
$281K 0.17%
3,444
49
$279K 0.17%
1,585
50
$249K 0.15%
850
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