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
$587M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$1.01M
3 +$880K
4
UPS icon
United Parcel Service
UPS
+$844K
5
TMO icon
Thermo Fisher Scientific
TMO
+$526K

Top Sells

1 +$1.59M
2 +$1.41M
3 +$758K
4
HD icon
Home Depot
HD
+$508K
5
SYK icon
Stryker
SYK
+$472K

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
$237K 0.04%
817
77
$207K 0.04%
4,000
-1,998
78
$203K 0.03%
+1,600
79
-10,196