AFM

Abbot Financial Management Portfolio holdings

AUM $234M
1-Year Est. Return 22.32%
This Quarter Est. Return
1 Year Est. Return
+22.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.58M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.13M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.08%
2 Technology 16.04%
3 Healthcare 13.44%
4 Industrials 11.58%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.5%
+11,728
27
$1.66M 1.48%
+10,900
28
$1.63M 1.47%
+20,308
29
$1.53M 1.38%
+25,750
30
$1.49M 1.33%
+27,155
31
$1.47M 1.32%
+42,025
32
$1.46M 1.31%
+18,093
33
$1.28M 1.15%
+11,120
34
$1.22M 1.09%
+18,224
35
$1.22M 1.09%
+11,462
36
$1.15M 1.03%
+15,016
37
$1.12M 1.01%
+24,225
38
$1.06M 0.95%
+23,225
39
$1.03M 0.93%
+19,175
40
$1.01M 0.91%
+18,421
41
$981K 0.88%
+9,405
42
$937K 0.84%
+8,525
43
$904K 0.81%
+21,885
44
$892K 0.8%
+16,170
45
$882K 0.79%
+14,725
46
$870K 0.78%
+19,784
47
$869K 0.78%
+9,150
48
$866K 0.78%
+7,225
49
$843K 0.76%
+12,341
50
$833K 0.75%
+15,080
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