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
$488M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.33M
3
+$788K
4
AXP icon
American Express
AXP
+$712K
5
UNP icon
Union Pacific
UNP
+$627K

Top Sells

1
+$1.27M
2
+$429K
3
+$361K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$349K
5
INTC icon
Intel
INTC
+$290K

Sector Composition

1 Communication Services 27.17%
2 Financials 18.35%
3 Technology 14.6%
4 Industrials 13.96%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.05%
+16,800
77
$219K 0.04%
+2,450
78
$208K 0.04%
+2,000
1 2 3
4