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
51
$238K 0.14%
1,788
+5
52
$214K 0.13%
302
53
$213K 0.13%
600
54
$213K 0.13%
4,500
-440
55
$203K 0.12%
619
56
$196K 0.12%
1,007
+23
57
$180K 0.11%
1,300
58
$172K 0.1%
1,775
+1,750
59
$170K 0.1%
2,500
60
$169K 0.1%
532
61
$167K 0.1%
1,250
62
$160K 0.1%
1,288
63
$156K 0.09%
990
64
$154K 0.09%
1,888
65
$142K 0.09%
324
66
$134K 0.08%
395
-223
67
$133K 0.08%
455
+70
68
$123K 0.07%
1,000
69
$119K 0.07%
1,400
70
$119K 0.07%
607
71
$114K 0.07%
5,000
-2,200
72
$114K 0.07%
409
73
$113K 0.07%
200
74
$113K 0.07%
2,800
75
$110K 0.07%
634
-220
1 2
3
4 5