AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$684K
3
+$631K
4
AVAV icon
AeroVironment
AVAV
+$629K
5
META icon
Meta Platforms (Facebook)
META
+$426K

Top Sells

1
+$878K
2
+$869K
3
+$693K
4
CRWD icon
CrowdStrike
CRWD
+$339K
5
LYB icon
LyondellBasell Industries
LYB
+$265K

Sector Composition

1 Technology 27.52%
2 Financials 13.09%
3 Healthcare 7.55%
4 Industrials 7.23%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PH icon
26
Parker-Hannifin
PH
$120B
$2.43M 1.01%
2,762
-7
EMR icon
27
Emerson Electric
EMR
$80B
$2.38M 0.99%
17,935
+341
IWM icon
28
iShares Russell 2000 ETF
IWM
$72.3B
$2.33M 0.97%
9,479
-530
GDX icon
29
VanEck Gold Miners ETF
GDX
$33.2B
$2.2M 0.91%
25,700
MCD icon
30
McDonald's
MCD
$235B
$1.97M 0.82%
6,456
+1
XLI icon
31
State Street Industrial Select Sector SPDR ETF
XLI
$30.2B
$1.92M 0.8%
12,363
-44
PANW icon
32
Palo Alto Networks
PANW
$134B
$1.86M 0.77%
10,100
+60
RTX icon
33
RTX Corp
RTX
$279B
$1.82M 0.76%
9,931
-36
RSPT icon
34
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.09B
$1.77M 0.73%
38,891
+957
AVGO icon
35
Broadcom
AVGO
$1.65T
$1.76M 0.73%
5,085
+449
WMT icon
36
Walmart Inc
WMT
$1T
$1.75M 0.73%
15,741
SHOP icon
37
Shopify
SHOP
$170B
$1.73M 0.72%
10,731
+167
XLY icon
38
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$1.7M 0.71%
14,270
-180
TXN icon
39
Texas Instruments
TXN
$180B
$1.6M 0.66%
9,229
+5
AMD icon
40
Advanced Micro Devices
AMD
$335B
$1.59M 0.66%
7,431
-470
BG icon
41
Bunge Global
BG
$23B
$1.54M 0.64%
17,306
-24
AFL icon
42
Aflac
AFL
$57.6B
$1.51M 0.63%
13,685
NKE icon
43
Nike
NKE
$84.2B
$1.48M 0.61%
23,260
-805
MELI icon
44
Mercado Libre
MELI
$89.7B
$1.4M 0.58%
693
+193
XLV icon
45
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$1.37M 0.57%
8,865
FBND icon
46
Fidelity Total Bond ETF
FBND
$25.1B
$1.35M 0.56%
29,230
+5,515
VHT icon
47
Vanguard Health Care ETF
VHT
$17.1B
$1.33M 0.55%
4,612
-335
AIG icon
48
American International
AIG
$42.4B
$1.33M 0.55%
15,500
-42
FDX icon
49
FedEx
FDX
$86.3B
$1.32M 0.55%
4,583
-7
STT icon
50
State Street
STT
$34.6B
$1.32M 0.55%
10,210
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