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
$179M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.85M
3
+$618K
4
WBA
Walgreens Boots Alliance
WBA
+$510K
5
TSEM icon
Tower Semiconductor
TSEM
+$175K

Top Sells

1
+$3.93M
2
+$2.31M
3
+$479K
4
T icon
AT&T
T
+$286K
5
MCD icon
McDonald's
MCD
+$213K

Sector Composition

1 Healthcare 20.11%
2 Industrials 15.39%
3 Technology 14.88%
4 Financials 13.88%
5 Consumer Staples 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.11%
30,000
52
$195K 0.11%
2,008
53
$195K 0.11%
7,057
+1,040
54
$175K 0.1%
+11,500
55
$174K 0.1%
3,740
-478
1 2
3