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
151
$40.5K 0.02%
246
152
$40.2K 0.02%
500
153
$39.8K 0.02%
131
154
$39.7K 0.02%
665
155
$39.7K 0.02%
75
156
$39.5K 0.02%
808
157
$39.1K 0.02%
1,350
158
$39K 0.02%
1,015
-670
159
$38.4K 0.02%
1,200
160
$38.3K 0.02%
735
161
$38K 0.02%
5,000
162
$37.9K 0.02%
876
163
$37.9K 0.02%
3,500
164
$37K 0.02%
499
165
$36.9K 0.02%
3,800
166
$36.8K 0.02%
151
167
$36.4K 0.02%
4,000
168
$36.2K 0.02%
1,600
169
$35.6K 0.02%
400
170
$35.3K 0.02%
260
-100
171
$35.1K 0.02%
+44,200
172
$35K 0.02%
250
173
$34.1K 0.02%
421
+2
174
$33.9K 0.02%
483
175
$33.5K 0.02%
2,000
5 6
7
8 9