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

Top Buys

1 +$938K
2 +$471K
3 +$442K
4
AAPL icon
Apple
AAPL
+$417K
5
COF icon
Capital One
COF
+$227K

Top Sells

1 +$1.64M
2 +$399K
3 +$384K
4
WFC icon
Wells Fargo
WFC
+$273K
5
DIS icon
Walt Disney
DIS
+$268K

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