FCMC

Founders Capital Management (Connecticut) Portfolio holdings

AUM $673M
1-Year Est. Return 29.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
-$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$774K
3
+$335K
4
SHEL icon
Shell
SHEL
+$309K
5
PNC icon
PNC Financial Services
PNC
+$253K

Top Sells

1
+$929K
2
+$624K
3
+$620K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$606K
5
KMX icon
CarMax
KMX
+$538K

Sector Composition

1 Communication Services 27.32%
2 Financials 18.55%
3 Industrials 14.02%
4 Technology 13.74%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,800
77
– –
-2,450
78
– –
-6,289
79
– –
-2,020
80
– –
-5,416
1 2 3
4