FCMC

Founders Capital Management (Connecticut) Portfolio holdings

AUM $639M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$278K
3
+$254K
4
UNP icon
Union Pacific
UNP
+$218K
5
META icon
Meta Platforms (Facebook)
META
+$205K

Top Sells

1
+$2.64M
2
+$120K
3
+$119K
4
PG icon
Procter & Gamble
PG
+$85.4K
5
ABT icon
Abbott
ABT
+$56.5K

Sector Composition

1 Healthcare 19.73%
2 Consumer Staples 15.29%
3 Industrials 14.45%
4 Technology 14.12%
5 Financials 13.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.15%
34,527
27
$1.83M 1.06%
19,916
+801
28
$1.78M 1.04%
42,688
-1,350
29
$1.62M 0.94%
19,433
+640
30
$1.59M 0.92%
10,580
31
$1.51M 0.88%
65,946
+1,080
32
$1.22M 0.71%
52,190
33
$991K 0.58%
9,395
+1,354
34
$784K 0.46%
10,353
-160
35
$579K 0.34%
3,800
+454
36
$564K 0.33%
20,688
+4,840
37
$562K 0.33%
14,960
38
$405K 0.24%
33,759
39
$401K 0.23%
11,216
+435
40
$318K 0.19%
2,282
+10
41
$311K 0.18%
2,268
42
$296K 0.17%
6,110
+145
43
$279K 0.16%
2,279
+12
44
$256K 0.15%
4,003
+24
45
$244K 0.14%
677
46
$234K 0.14%
5,720
47
$226K 0.13%
3,813
+26
48
$213K 0.12%
1
49
$209K 0.12%
4,762
-563
50
$205K 0.12%
+1,800
1
2
3