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
$541M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$453K
3
+$220K
4
BOC icon
Boston Omaha
BOC
+$211K
5
HD icon
Home Depot
HD
+$178K

Top Sells

1
+$841K
2
+$667K
3
+$419K
4
AXP icon
American Express
AXP
+$355K
5
KMX icon
CarMax
KMX
+$338K

Sector Composition

1 Communication Services 28.6%
2 Financials 19.32%
3 Technology 13.83%
4 Industrials 13.3%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.12%
74,932
-1,475
52
$648K 0.12%
7,438
-600
53
$634K 0.12%
1
54
$592K 0.11%
3,282
+226
55
$584K 0.11%
11,497
56
$559K 0.1%
7,996
57
$546K 0.1%
1,017
58
$526K 0.1%
34,049
+13,660
59
$516K 0.1%
3,190
+31
60
$492K 0.09%
+1,022
61
$491K 0.09%
1,928
+226
62
$456K 0.08%
26,000
63
$451K 0.08%
7,500
+60
64
$447K 0.08%
1,019
+19
65
$401K 0.07%
2,698
66
$393K 0.07%
10,200
67
$370K 0.07%
1,324
+71
68
$368K 0.07%
10,000
69
$346K 0.06%
8,000
70
$326K 0.06%
4,862
-100
71
$322K 0.06%
3,020
72
$312K 0.06%
9,300
73
$295K 0.05%
5,075
+200
74
$272K 0.05%
2,000
75
$270K 0.05%
1,712
+32
1 2
3
4