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
$303M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$6.02M
2 +$221K
3 +$216K
4
WBS icon
Webster Financial
WBS
+$134K
5
INTC icon
Intel
INTC
+$9.79K

Top Sells

1 +$1.68M
2 +$1.4M
3 +$1.23M
4
FDX icon
FedEx
FDX
+$806K
5
WBA
Walgreens Boots Alliance
WBA
+$548K

Sector Composition

1 Communication Services 16.29%
2 Industrials 16.07%
3 Technology 15.49%
4 Financials 14.95%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$241K 0.08%
+6,851
52
$217K 0.07%
577
53
$211K 0.07%
+1,334
54
-34,478
55
-54,220