FCMC

Founders Capital Management (Connecticut) Portfolio holdings

AUM $673M
1-Year Est. Return 29.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$502K
3
+$441K
4
UNP icon
Union Pacific
UNP
+$300K
5
T icon
AT&T
T
+$283K

Top Sells

1
+$535K
2
+$402K
3
+$285K
4
MDT icon
Medtronic
MDT
+$261K
5
PEP icon
PepsiCo
PEP
+$148K

Sector Composition

1 Healthcare 20.32%
2 Consumer Staples 15.06%
3 Technology 14.32%
4 Industrials 14.25%
5 Financials 12.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$172K 0.1%
4,155
+26
52
$170K 0.1%
2,008
53
$89K 0.05%
30,000
54
– –
-25,400
1 2
3