FCMC
Founders Capital Management (Connecticut) Portfolio holdings
AUM $544M
AUM
$544M
AUM Growth
-$26.6M (-5%)
Cap. Flow
-$2.03M
Cap. Flow % of AUM
-0.37%
Top 10 Holdings %Top 10 Hldgs %
65.45%
Holding
76
New
3
Increased
8
Reduced
36
Closed
–
Top Buys
| 1 | $863K | |
| 2 | $408K | |
| 3 | $401K | |
| 4 | $400K | |
| 5 | $229K |
Top Sells
| 1 | $1.46M | |
| 2 | $375K | |
| 3 | $365K | |
| 4 | $261K | |
| 5 | $246K |
Sector Composition
| 1 | Communication Services | 29.24% |
| 2 | Financials | 23.2% |
| 3 | Technology | 12.88% |
| 4 | Industrials | 12.57% |
| 5 | Healthcare | 5.6% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $200K | 0.04% | 817 | New | +$200K |
