FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+8.73%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$12.3M
(+7.9%)
Cap. Flow
+$2.7M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
55.78%
Holding
394
New
24
Increased
49
Reduced
32
Closed
11
Top Buys
| 1 |
Lockheed Martin
LMT
|
$2.15M |
| 2 |
Johnson & Johnson
JNJ
|
$1.89M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.81M |
| 4 |
Bitwise Crypto Industry Innovators ETF
BITQ
|
$778K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$210K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.83M |
| 2 |
Home Depot
HD
|
$1.64M |
| 3 |
PepsiCo
PEP
|
$695K |
| 4 |
Coca-Cola
KO
|
$147K |
| 5 |
JPMorgan Chase
JPM
|
$107K |
Sector Composition
| 1 | Technology | 23% |
| 2 | Industrials | 13.5% |
| 3 | Energy | 10.55% |
| 4 | Healthcare | 9.49% |
| 5 | Financials | 7.74% |
