FCMC
Founders Capital Management (Connecticut) Portfolio holdings
AUM
$673M
1-Year Est. Return
29.42%
This Fund
S&P 500
1 Year Est. Return
+29.42%
AUM
$673M
AUM Growth
+$34.1M
(+5.3%)
Holding
81
Top Buys
| 1 | +$1.59M | |
| 2 | +$265K | |
| 3 | +$199K | |
| 4 |
Caterpillar
CAT
|
+$196K |
| 5 |
Camden National
CAC
|
+$149K |
Top Sells
| 1 | +$3.66M | |
| 2 | +$1.21M | |
| 3 | +$1.2M | |
| 4 |
Oracle
ORCL
|
+$952K |
| 5 |
Home Depot
HD
|
+$595K |
Sector Composition
| 1 | Communication Services | 37.55% |
| 2 | Financials | 19.59% |
| 3 | Technology | 12.6% |
| 4 | Industrials | 12.08% |
| 5 | Healthcare | 4.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Otis Worldwide
OTIS
$36.4B
| $222K | 0.03% |
2,537
|
|
||
77
Hartford Financial Services
HIG
$39B
| $216K | 0.03% |
1,566
-34
|
|
||
78
GE Aerospace
GE
$363B
| $204K | 0.03% |
+661
|
|
||
|
79
Caterpillar
CAT
$350B
| $202K | 0.03% |
+352
|
|
||
80
General Mills
GIS
$24.1B
| – | – |
-4,000
|
|
||
81
iShares Core S&P Small-Cap ETF
IJR
$96.4B
| – | – |
-10,172
|
|