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
$544M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$863K
2 +$408K
3 +$401K
4
AAPL icon
Apple
AAPL
+$400K
5
MCK icon
McKesson
MCK
+$229K

Top Sells

1 +$1.46M
2 +$375K
3 +$365K
4
WFC icon
Wells Fargo
WFC
+$261K
5
DIS icon
Walt Disney
DIS
+$246K

Sector Composition

1 Communication Services 29.24%
2 Financials 23.2%
3 Technology 12.88%
4 Industrials 12.57%
5 Healthcare 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.04%
+817