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
76
$110K 0.07%
360
77
$109K 0.07%
350
78
$108K 0.06%
2,552
+4
79
$107K 0.06%
1,465
-125
80
$106K 0.06%
446
81
$102K 0.06%
1,126
82
$101K 0.06%
1,270
83
$101K 0.06%
2,222
84
$98.2K 0.06%
1,416
85
$95.6K 0.06%
5,272
+1,080
86
$94.5K 0.06%
550
87
$92.8K 0.06%
843
88
$92.7K 0.06%
580
89
$91.9K 0.06%
726
+4
90
$90K 0.05%
812
-200
91
$86.4K 0.05%
1,350
92
$83.7K 0.05%
933
+1
93
$82.8K 0.05%
5,000
94
$79.7K 0.05%
250
95
$79.4K 0.05%
1,280
+1
96
$77.8K 0.05%
2,647
+21
97
$77.6K 0.05%
900
98
$76.1K 0.05%
673
99
$75.4K 0.05%
2,500
100
$75.3K 0.05%
4,000
2 3
4
5 6