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
$200M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$33.7K

Top Sells

1
+$2.2M
2
+$1.21M
3
+$51K

Sector Composition

1 Healthcare 21.85%
2 Industrials 18.34%
3 Financials 14.9%
4 Technology 13.51%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.11%
4,097
52
$206K 0.1%
1,612
53
$205K 0.1%
+1,108
54
$203K 0.1%
3,717
55
$191K 0.1%
7,057
56
– –
-17,777
1 2
3