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
$441M
AUM Growth
-$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$783K
3
+$319K
4
AXP icon
American Express
AXP
+$305K
5
PNC icon
PNC Financial Services
PNC
+$247K

Top Sells

1
+$929K
2
+$617K
3
+$614K
4
MSFT icon
Microsoft
MSFT
+$593K
5
KMX icon
CarMax
KMX
+$465K

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