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

Top Buys

1
+$400K
2
+$288K
3
+$205K
4
AXP icon
American Express
AXP
+$73.1K
5
PEP icon
PepsiCo
PEP
+$50.6K

Top Sells

1
+$296K
2
+$200K
3
+$185K
4
PG icon
Procter & Gamble
PG
+$126K
5
LMT icon
Lockheed Martin
LMT
+$62.5K

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