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
101
$75.2K 0.05%
700
102
$74.5K 0.04%
101
103
$73.8K 0.04%
1,800
104
$73.5K 0.04%
770
105
$73.2K 0.04%
+2,500
106
$72.7K 0.04%
128
107
$72K 0.04%
1,250
108
$71.6K 0.04%
350
109
$69.9K 0.04%
180
110
$69.7K 0.04%
1,331
+1
111
$69K 0.04%
379
112
$68.4K 0.04%
1,093
-598
113
$64.6K 0.04%
8,300
-2,000
114
$64.3K 0.04%
259
115
$64.1K 0.04%
1,570
116
$63.7K 0.04%
430
117
$62.8K 0.04%
+1,540
118
$62.7K 0.04%
6,500
+1,200
119
$62.5K 0.04%
5,000
120
$62K 0.04%
550
121
$60.1K 0.04%
5,500
122
$58.5K 0.04%
2,500
123
$57.9K 0.03%
210
+100
124
$56.5K 0.03%
5,000
125
$55.5K 0.03%
1,200
3 4
5
6 7