FCMC
Founders Capital Management (Connecticut) Portfolio holdings
AUM
$608M
1-Year Est. Return
27.09%
This Fund
S&P 500
1 Year Est. Return
+27.09%
AUM
$608M
AUM Growth
-$65M
(-9.6%)
Holding
79
Top Buys
| 1 | +$611K | |
| 2 | +$140K | |
| 3 | +$70.6K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$68.2K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$20.4K |
Top Sells
| 1 | +$20.5M | |
| 2 | +$812K | |
| 3 | +$547K | |
| 4 |
Ameriprise Financial
AMP
|
+$490K |
| 5 |
General Dynamics
GD
|
+$439K |
Sector Composition
| 1 | Communication Services | 37.44% |
| 2 | Financials | 16.27% |
| 3 | Industrials | 14.71% |
| 4 | Technology | 11.58% |
| 5 | Healthcare | 5.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Capital One
COF
$115B
| – | – |
-1,200
|
|
||
77
GE Aerospace
GE
$339B
| – | – |
-661
|
|
||
78
Otis Worldwide
OTIS
$26.6B
| – | – |
-2,537
|
|
||
79
PNC Financial Services
PNC
$86.8B
| – | – |
-3,890
|
|