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

Top Buys

1
+$2.33M
2
+$1.27M
3
+$407K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$294K
5
MDT icon
Medtronic
MDT
+$8.41K

Top Sells

1
+$1.25M
2
+$1.02M
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$688K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$469K

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