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
$155M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.02M
3
+$294K
4
AXP icon
American Express
AXP
+$194K
5
T icon
AT&T
T
+$107K

Top Sells

1
+$2.46M
2
+$2.1M
3
+$406K
4
SYK icon
Stryker
SYK
+$202K
5
WBA
Walgreens Boots Alliance
WBA
+$120K

Sector Composition

1 Healthcare 20.94%
2 Consumer Staples 14.83%
3 Industrials 14.43%
4 Technology 13.59%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$171K 0.11%
6,786
52
$153K 0.1%
2,008
53
$80K 0.05%
30,000
1 2
3