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
$449M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.99M
3
+$338K
4
AAPL icon
Apple
AAPL
+$334K
5
AMP icon
Ameriprise Financial
AMP
+$332K

Top Sells

1
+$1.66M
2
+$722K
3
+$579K
4
META icon
Meta Platforms (Facebook)
META
+$503K
5
MSFT icon
Microsoft
MSFT
+$465K

Sector Composition

1 Communication Services 25.21%
2 Financials 18.55%
3 Technology 14.88%
4 Industrials 14.4%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.15%
2,326
52
$613K 0.14%
7,996
-4
53
$543K 0.12%
18,942
-3
54
$518K 0.12%
1
55
$443K 0.1%
2,473
-2
56
$435K 0.1%
1,017
57
$434K 0.1%
11,497
-840
58
$390K 0.09%
7,440
59
$388K 0.09%
2,979
-200
60
$380K 0.08%
20,205
+6,850
61
$367K 0.08%
3,020
62
$340K 0.08%
1,499
-509
63
$332K 0.07%
+1,000
64
$318K 0.07%
+26,000
65
$315K 0.07%
8,000
66
$301K 0.07%
10,200
67
$298K 0.07%
1,253
68
$288K 0.06%
9,300
69
$268K 0.06%
9,420
70
$261K 0.06%
+10,000
71
$251K 0.06%
1,500
72
$243K 0.05%
4,881
73
$237K 0.05%
1,505
74
$229K 0.05%
5,416
-600
75
$218K 0.05%
2,450
1 2
3
4