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
176
$33.4K 0.02%
75
177
$33.3K 0.02%
1,600
178
$33.1K 0.02%
100
-100
179
$32.3K 0.02%
700
180
$32.3K 0.02%
1,500
181
$32.2K 0.02%
300
182
$32K 0.02%
5,000
183
$31.7K 0.02%
252
184
$30.3K 0.02%
700
185
$30.2K 0.02%
3,000
186
$29.7K 0.02%
1,325
187
$29.5K 0.02%
6,270
188
$29.4K 0.02%
2,300
189
$29.2K 0.02%
800
190
$29.1K 0.02%
1,500
191
$28.8K 0.02%
+1,500
192
$28.7K 0.02%
469
+138
193
$28.7K 0.02%
1,000
194
$28.2K 0.02%
207
195
$28.1K 0.02%
132
196
$27.6K 0.02%
187
197
$27.5K 0.02%
250
198
$27.5K 0.02%
150
-150
199
$27.3K 0.02%
270
200
$27.2K 0.02%
3,000
6 7
8
9 10