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
$449M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.99M
3
+$338K
4
AAPL icon
Apple
AAPL
+$334K
5
AMP icon
Ameriprise Financial
AMP
+$332K

Top Sells

1
+$1.66M
2
+$722K
3
+$579K
4
META icon
Meta Platforms (Facebook)
META
+$503K
5
MSFT icon
Microsoft
MSFT
+$465K

Sector Composition

1 Communication Services 25.21%
2 Financials 18.55%
3 Technology 14.88%
4 Industrials 14.4%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 0.92%
18,297
+416
27
$3.49M 0.78%
31,983
+126
28
$3.41M 0.76%
15,348
-302
29
$3.37M 0.75%
43,452
-400
30
$3.12M 0.7%
2,664
-137
31
$3.08M 0.69%
22,856
32
$2.98M 0.66%
9,759
33
$2.72M 0.61%
52,619
-2,635
34
$2.38M 0.53%
23,842
35
$2.28M 0.51%
18,411
+2,090
36
$2.02M 0.45%
60,347
-2,696
37
$1.62M 0.36%
15,835
38
$1.49M 0.33%
14,413
+195
39
$1.33M 0.3%
32,807
+2,831
40
$1.31M 0.29%
1,133
-55
41
$1.11M 0.25%
9,322
42
$1.02M 0.23%
12,875
-962
43
$969K 0.22%
6,389
44
$965K 0.22%
698
45
$929K 0.21%
6,289
46
$924K 0.21%
2,995
47
$906K 0.2%
72,227
+243
48
$883K 0.2%
9,017
49
$832K 0.19%
1,731
50
$720K 0.16%
8,176
-3,748
1
2
3 4