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
$200M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$33.7K

Top Sells

1
+$2.2M
2
+$1.21M
3
+$51K

Sector Composition

1 Healthcare 21.85%
2 Industrials 18.34%
3 Financials 14.9%
4 Technology 13.51%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
$2.05M 1.03%
42,256
28
$1.82M 0.91%
10,580
29
$1.75M 0.87%
12,240
30
$1.36M 0.68%
15,634
-585
31
$1.05M 0.52%
44,690
32
$803K 0.4%
10,353
33
$691K 0.35%
19,192
34
$495K 0.25%
3,819
35
$430K 0.21%
10,220
36
$416K 0.21%
33,759
37
$404K 0.2%
2,319
38
$380K 0.19%
2,268
39
$378K 0.19%
2,327
40
$333K 0.17%
677
41
$332K 0.17%
3,617
42
$316K 0.16%
19,094
43
$287K 0.14%
5,724
44
$274K 0.14%
11,500
45
$272K 0.14%
1,800
46
$259K 0.13%
5,580
47
$255K 0.13%
1
48
$254K 0.13%
30,000
49
$244K 0.12%
2,008
50
$237K 0.12%
60,102
1
2
3