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
1
$16.9M 10.12%
30,597
+236
2
$13.7M 8.24%
27,635
-151
3
$9.95M 5.97%
34,337
-369
4
$8.34M 5%
87,445
+2,204
5
$7.95M 4.76%
54,423
-229
6
$7.88M 4.72%
38,421
-118
7
$7.76M 4.65%
147,650
+261
8
$7.23M 4.33%
47,330
+12,380
9
$6.75M 4.04%
14,568
+4,648
10
$6.59M 3.95%
10,658
+309
11
$6.21M 3.72%
57,636
+77
12
$5.42M 3.25%
19,203
-88
13
$5.08M 3.04%
35,470
+242
14
$4.67M 2.8%
25,173
-148
15
$3.94M 2.36%
22,221
+10,210
16
$3.25M 1.95%
24,408
+24
17
$3.16M 1.9%
8,180
+214
18
$3.07M 1.84%
16,767
-144
19
$2.92M 1.75%
36,935
+94
20
$2.59M 1.55%
8,863
-121
21
$2.36M 1.42%
4,725
+6
22
$2.03M 1.22%
70,936
-1,543
23
$1.7M 1.02%
86,396
+39,439
24
$1.32M 0.79%
38,912
+125
25
$1.31M 0.78%
67,202
+797
1
2 3 4 5