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
$218M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.28M
3
+$1.08M
4
WBA
Walgreens Boots Alliance
WBA
+$966K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$602K

Top Sells

1
+$6.72M
2
+$2.47M
3
+$2.35M
4
ABBV icon
AbbVie
ABBV
+$755K
5
PG icon
Procter & Gamble
PG
+$485K

Sector Composition

1 Communication Services 17.41%
2 Industrials 16.72%
3 Healthcare 16.18%
4 Financials 15.83%
5 Technology 13.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.09%
15,203
-7,137
52
– –
-92,971
53
– –
-2,482
54
– –
-14,355
55
– –
-577
1 2
3