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
$178M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$298K
3
+$196K
4
AXP icon
American Express
AXP
+$70.1K
5
PEP icon
PepsiCo
PEP
+$51.9K

Top Sells

1
+$2.14M
2
+$296K
3
+$198K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$193K
5
PG icon
Procter & Gamble
PG
+$130K

Sector Composition

1 Healthcare 20.43%
2 Consumer Staples 14.98%
3 Industrials 14.89%
4 Technology 13.42%
5 Financials 12.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$196K 0.11%
4,218
+31
52
$176K 0.1%
6,017
-1,040
53
$171K 0.1%
2,008
54
$108K 0.06%
30,000
55
– –
-6,110
1 2
3