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
$570M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.63M
2 +$679K
3 +$267K
4
MCK icon
McKesson
MCK
+$185K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$168K

Top Sells

1 +$8.06M
2 +$5.48M
3 +$1.64M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
HD icon
Home Depot
HD
+$711K

Sector Composition

1 Communication Services 31.85%
2 Financials 20.49%
3 Technology 13.66%
4 Industrials 12.82%
5 Healthcare 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,835
77
-49,793