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
$185M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$9.26K
3
+$1.98K
4
MCD icon
McDonald's
MCD
+$1.7K
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.64K

Top Sells

1
+$2.33M
2
+$265K
3
+$174K
4
KO icon
Coca-Cola
KO
+$118K
5
PEP icon
PepsiCo
PEP
+$92.9K

Sector Composition

1 Healthcare 18.66%
2 Industrials 16.29%
3 Financials 15.18%
4 Technology 14.56%
5 Consumer Staples 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.12%
5,724
+4
52
$219K 0.12%
11,500
53
$217K 0.12%
2,008
54
$207K 0.11%
1,800
55
$191K 0.1%
7,057
56
– –
-3,740
1 2
3