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
$282M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$621K
3
+$326K
4
FDX icon
FedEx
FDX
+$166K
5
SYK icon
Stryker
SYK
+$78.5K

Top Sells

1
+$332K
2
+$227K
3
+$222K
4
PEP icon
PepsiCo
PEP
+$220K
5
KMX icon
CarMax
KMX
+$220K

Sector Composition

1 Industrials 17.42%
2 Communication Services 16.35%
3 Financials 15.63%
4 Technology 14.01%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.1%
7,365
52
$259K 0.09%
10,225
53
$256K 0.09%
1,048
54
$181K 0.06%
577
55
$100K 0.04%
1,060
-1,500
56
– –
-5,240
1 2
3