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
$219M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.77M
3
+$998K
4
MCK icon
McKesson
MCK
+$873K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$642K

Top Sells

1
+$7.74M
2
+$3.34M
3
+$206K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$205K
5
LMT icon
Lockheed Martin
LMT
+$196K

Sector Composition

1 Healthcare 17.5%
2 Industrials 17.43%
3 Financials 16.27%
4 Communication Services 15.16%
5 Technology 14.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-58,043
52
– –
-43,000
53
– –
-15,203
1 2
3