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AFM

Abbot Financial Management Portfolio holdings

AUM $235M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$631K
3
+$452K
4
NFLX icon
Netflix
NFLX
+$450K
5
MSFT icon
Microsoft
MSFT
+$364K

Top Sells

1
+$983K
2
+$718K
3
+$652K
4
PFE icon
Pfizer
PFE
+$484K
5
NOW icon
ServiceNow
NOW
+$341K

Sector Composition

1 Technology 25.88%
2 Financials 12.36%
3 Industrials 8.06%
4 Healthcare 7.25%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.27T
$14M 5.94%
55,109
-353
MSFT icon
2
Microsoft
MSFT
$3T
$12.7M 5.41%
34,370
+870
NVDA icon
3
NVIDIA
NVDA
$5.04T
$12.2M 5.17%
69,804
-470
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.44T
$10.2M 4.32%
35,394
-443
JPM icon
5
JPMorgan Chase
JPM
$838B
$9.05M 3.84%
30,750
-134
VUG icon
6
Vanguard Growth ETF
VUG
$221B
$7.56M 3.21%
103,782
-264
GLW icon
7
Corning
GLW
$150B
$5.57M 2.37%
40,940
-315
XLK icon
8
State Street Technology Select Sector SPDR ETF
XLK
$118B
$5.11M 2.17%
38,425
-775
CSCO icon
9
Cisco
CSCO
$474B
$4.81M 2.04%
61,940
-366
BAC icon
10
Bank of America
BAC
$386B
$4.73M 2.01%
97,083
-291
VIG icon
11
Vanguard Dividend Appreciation ETF
VIG
$108B
$4.64M 1.97%
21,569
+42
MRK icon
12
Merck
MRK
$295B
$4.46M 1.89%
37,071
-696
LMT icon
13
Lockheed Martin
LMT
$122B
$3.95M 1.68%
6,540
-38
XLF icon
14
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$3.92M 1.66%
79,302
+1,077
BX icon
15
Blackstone
BX
$147B
$3.67M 1.56%
31,936
+1,670
JNJ icon
16
Johnson & Johnson
JNJ
$571B
$3.65M 1.55%
14,925
+29
AMZN icon
17
Amazon
AMZN
$2.63T
$3.61M 1.53%
17,321
+581
ABBV icon
18
AbbVie
ABBV
$398B
$3.15M 1.34%
14,504
-92
MS icon
19
Morgan Stanley
MS
$332B
$2.84M 1.21%
17,275
-150
HD icon
20
Home Depot
HD
$320B
$2.79M 1.19%
8,486
+246
CIBR icon
21
First Trust NASDAQ Cybersecurity ETF
CIBR
$13B
$2.75M 1.17%
43,845
+70
NVS icon
22
Novartis
NVS
$285B
$2.74M 1.16%
17,906
-251
LMBS icon
23
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.29B
$2.69M 1.14%
54,031
+1,988
VO icon
24
Vanguard Mid-Cap ETF
VO
$103B
$2.64M 1.12%
36,768
-200
PG icon
25
Procter & Gamble
PG
$346B
$2.63M 1.12%
18,242
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