FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+6.69%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$9.9M
(+6.4%)
Cap. Flow
+$1.01M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
50.96%
Holding
388
New
18
Increased
64
Reduced
26
Closed
12
Top Buys
| 1 |
Adobe
ADBE
|
$1.71M |
| 2 |
Bitwise Crypto Industry Innovators ETF
BITQ
|
$608K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$197K |
| 4 |
Invesco QQQ Trust
QQQ
|
$152K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$122K |
Top Sells
| 1 |
Apple
AAPL
|
$1M |
| 2 |
Boeing
BA
|
$702K |
| 3 |
Microsoft
MSFT
|
$135K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$111K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$109K |
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Industrials | 13.66% |
| 3 | Healthcare | 11.49% |
| 4 | Energy | 10.32% |
| 5 | Financials | 6.19% |
