FCMC
Founders Capital Management (Connecticut) Portfolio holdings
AUM
$639M
1-Year Est. Return
21.71%
1 Year Est. Return
+21.71%
AUM
$587M
AUM Growth
+$43.4M
(+8%)
Holding
79
Top Buys
| 1 | +$3.34M | |
| 2 | +$1.09M | |
| 3 | +$866K | |
| 4 |
PepsiCo
PEP
|
+$862K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$510K |
Top Sells
| 1 | +$1.62M | |
| 2 | +$1.49M | |
| 3 | +$814K | |
| 4 |
Home Depot
HD
|
+$515K |
| 5 |
Stryker
SYK
|
+$499K |
Sector Composition
| 1 | Communication Services | 32.03% |
| 2 | Financials | 21.57% |
| 3 | Technology | 14.12% |
| 4 | Industrials | 12.28% |
| 5 | Healthcare | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Chase
JPM
$855B
| $237K | 0.04% |
817
|
|
||
77
General Mills
GIS
$25B
| $207K | 0.04% |
4,000
-1,998
|
|
||
78
Hartford Financial Services
HIG
$36.1B
| $203K | 0.03% |
+1,600
|
|
||
79
Intel
INTC
$182B
| – | – |
-10,196
|
|