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
$245M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.29M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.27M
5
DIS icon
Walt Disney
DIS
+$420K

Top Sells

1
+$6.19M
2
+$3.25M
3
+$3.06M
4
IBM icon
IBM
IBM
+$701K
5
T icon
AT&T
T
+$365K

Sector Composition

1 Industrials 17.99%
2 Financials 17.41%
3 Communication Services 16.66%
4 Healthcare 16.6%
5 Technology 13.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.09%
1,806
52
$200K 0.08%
+820
53
– –
-15,041
54
– –
-5,246
1 2
3