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
$185M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$9.26K
3
+$1.98K
4
MCD icon
McDonald's
MCD
+$1.7K
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.64K

Top Sells

1
+$2.33M
2
+$265K
3
+$174K
4
KO icon
Coca-Cola
KO
+$118K
5
PEP icon
PepsiCo
PEP
+$92.9K

Sector Composition

1 Healthcare 18.66%
2 Industrials 16.29%
3 Financials 15.18%
4 Technology 14.56%
5 Consumer Staples 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.93%
19,083
-419
27
$1.62M 0.88%
42,254
+2
28
$1.55M 0.84%
10,580
29
$1.41M 0.76%
61,116
-3,900
30
$1.38M 0.75%
16,410
+10
31
$1.29M 0.7%
18,087
+21
32
$1.21M 0.65%
37,884
33
$1.08M 0.59%
44,690
34
$736K 0.4%
10,353
35
$581K 0.31%
10,736
-411
36
$578K 0.31%
3,814
+5
37
$544K 0.29%
18,780
+12
38
$381K 0.21%
33,759
39
$371K 0.2%
9,620
+240
40
$345K 0.19%
2,309
+8
41
$335K 0.18%
3,885
+23
42
$329K 0.18%
2,315
+11
43
$303K 0.16%
2,268
44
$294K 0.16%
4,519
-243
45
$288K 0.16%
+2,050
46
$249K 0.13%
677
47
$244K 0.13%
1
48
$240K 0.13%
30,000
49
$238K 0.13%
4,068
+28
50
$221K 0.12%
5,580
1
2
3