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
$172M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$278K
3
+$254K
4
UNP icon
Union Pacific
UNP
+$218K
5
META icon
Meta Platforms (Facebook)
META
+$205K

Top Sells

1
+$2.64M
2
+$120K
3
+$119K
4
PG icon
Procter & Gamble
PG
+$85.4K
5
ABT icon
Abbott
ABT
+$56.5K

Sector Composition

1 Healthcare 19.73%
2 Consumer Staples 15.29%
3 Industrials 14.45%
4 Technology 14.12%
5 Financials 13.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$174K 0.1%
7,057
+107
52
$171K 0.1%
4,187
+32
53
$167K 0.1%
2,008
54
$98K 0.06%
30,000
1 2
3