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
126
$54.9K 0.03%
1,040
127
$54.2K 0.03%
770
128
$53.5K 0.03%
600
129
$53K 0.03%
300
130
$52.2K 0.03%
2,005
131
$51.8K 0.03%
384
+29
132
$50.5K 0.03%
14,000
133
$50.4K 0.03%
180
134
$50.4K 0.03%
20,000
135
$48.8K 0.03%
2,000
136
$48.6K 0.03%
406
137
$48.5K 0.03%
600
138
$48.5K 0.03%
250
139
$47.7K 0.03%
1,800
140
$46.7K 0.03%
2,224
141
$46.7K 0.03%
2,900
142
$45.4K 0.03%
200
143
$44.8K 0.03%
400
144
$44.5K 0.03%
500
145
$44.3K 0.03%
710
146
$44.1K 0.03%
200
147
$42.6K 0.03%
2,640
148
$42.5K 0.03%
152
-151
149
$41.7K 0.03%
1,427
+21
150
$40.8K 0.02%
3,140
4 5
6
7 8