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
$577M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.25M
3
+$431K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$290K
5
MDT icon
Medtronic
MDT
+$9K

Top Sells

1
+$1.24M
2
+$997K
3
+$766K
4
INTC icon
Intel
INTC
+$661K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$488K

Sector Composition

1 Communication Services 29.21%
2 Financials 19.45%
3 Technology 13.7%
4 Industrials 13.54%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.04%
10,213
-235
77
$200K 0.03%
3,000
1 2 3
4