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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
PH icon
26
Parker-Hannifin
PH
$114B
$2.47M 1.05%
2,764
+2
GDX icon
27
VanEck Gold Miners ETF
GDX
$23.6B
$2.34M 0.99%
25,450
-250
EMR icon
28
Emerson Electric
EMR
$79.8B
$2.32M 0.99%
17,700
-235
IWM icon
29
iShares Russell 2000 ETF
IWM
$78.7B
$2.31M 0.98%
9,319
-160
BG icon
30
Bunge Global
BG
$24.6B
$2.18M 0.92%
17,107
-199
RTX icon
31
RTX Corp
RTX
$245B
$2.02M 0.86%
10,451
+520
MCD icon
32
McDonald's
MCD
$201B
$2.01M 0.85%
6,456
XLI icon
33
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$1.96M 0.83%
12,132
-231
WMT icon
34
Walmart Inc
WMT
$946B
$1.94M 0.83%
15,641
-100
NFLX icon
35
Netflix
NFLX
$343B
$1.82M 0.77%
18,877
+5,105
RSPT icon
36
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.39B
$1.74M 0.74%
38,528
-363
AVGO icon
37
Broadcom
AVGO
$1.87T
$1.73M 0.74%
5,593
+508
FBND icon
38
Fidelity Total Bond ETF
FBND
$26.1B
$1.65M 0.7%
36,259
+7,029
PANW icon
39
Palo Alto Networks
PANW
$212B
$1.65M 0.7%
10,263
+163
TXN icon
40
Texas Instruments
TXN
$263B
$1.64M 0.7%
8,464
-765
FDX icon
41
FedEx
FDX
$79.2B
$1.61M 0.68%
4,523
-60
CVX icon
42
Chevron
CVX
$372B
$1.55M 0.66%
7,494
+40
AMD icon
43
Advanced Micro Devices
AMD
$775B
$1.55M 0.66%
7,606
+175
XLY icon
44
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$1.5M 0.64%
13,790
-480
KMI icon
45
Kinder Morgan
KMI
$69.7B
$1.49M 0.63%
44,366
-341
SHOP icon
46
Shopify
SHOP
$143B
$1.48M 0.63%
12,489
+1,758
AFL icon
47
Aflac
AFL
$58.8B
$1.48M 0.63%
13,485
-200
COST icon
48
Costco
COST
$430B
$1.46M 0.62%
1,466
+25
PEP icon
49
PepsiCo
PEP
$195B
$1.41M 0.6%
9,093
+26
CB icon
50
Chubb
CB
$126B
$1.37M 0.58%
4,215
+91
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