FCMC

Founders Capital Management (Connecticut) Portfolio holdings

AUM $673M
1-Year Est. Return 29.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.42%
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
– –
-1,934
52
– –
-20,000
53
– –
-3,200
54
– –
-4,316
55
– –
-5,580
56
– –
-4,989
57
– –
-54,649
58
– –
-2,349
59
– –
-28,983
60
– –
-2,338
1 2
3