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
76
$204K 0.05%
+2,020
77
$155K 0.03%
16,800
78
-3,040