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
$233M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.12M
3
+$2.44M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.48M

Top Sells

1
+$7.48M
2
+$2.45M
3
+$2.01M
4
WFC.PRT
WELLS FARGO & COMPANY SERIES T
WFC.PRT
+$1.52M
5
ABT icon
Abbott
ABT
+$734K

Sector Composition

1 Financials 22.06%
2 Communication Services 16.59%
3 Industrials 15.18%
4 Technology 13.6%
5 Healthcare 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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-2,349
55
– –
-20,000
56
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-3,200
57
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-17,059
58
– –
-1,934
59
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-28,983
60
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-2,338
1 2
3