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
$196M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$207K
3
+$120K
4
T icon
AT&T
T
+$105K
5
AXP icon
American Express
AXP
+$104K

Top Sells

1
+$4.62M
2
+$2.11M
3
+$88.3K
4
HD icon
Home Depot
HD
+$58.7K
5
BHI
Baker Hughes
BHI
+$47.9K

Sector Composition

1 Healthcare 21.64%
2 Industrials 17.16%
3 Financials 14.75%
4 Technology 14.39%
5 Consumer Staples 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.11%
4,097
+29
52
$222K 0.11%
3,717
-802
53
$207K 0.11%
+1,612
54
$198K 0.1%
30,000
55
$195K 0.1%
7,057
56
– –
-92,185
1 2
3