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
$541M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$492K
2 +$453K
3 +$220K
4
BOC icon
Boston Omaha
BOC
+$211K
5
HD icon
Home Depot
HD
+$178K

Top Sells

1 +$841K
2 +$667K
3 +$419K
4
AXP icon
American Express
AXP
+$355K
5
KMX icon
CarMax
KMX
+$338K

Sector Composition

1 Communication Services 28.6%
2 Financials 19.32%
3 Technology 13.83%
4 Industrials 13.3%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$266K 0.05%
16,800
77
$251K 0.05%
1,500
78
$251K 0.05%
2,525
+75
79
-9,420