FCMC

Founders Capital Management (Connecticut) Portfolio holdings

AUM $608M
1-Year Est. Return 27.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.09%
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
+$13.3M
2
+$6.43M
3
+$3.2M
4
AAPL icon
Apple
AAPL
+$1.82M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.63M

Top Sells

1
+$7.48M
2
+$2.45M
3
+$2.01M
4
WFC.PRT
WELLS FARGO & COMPANY SERIES T
WFC.PRT
+$1.52M
5
MDT icon
Medtronic
MDT
+$745K

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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-1,934
52
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53
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54
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-2,349
55
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-54,649
56
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-4,989
57
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-5,580
58
– –
-4,316
59
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-5,399
60
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-820
1 2
3