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
$120M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$188K
3
+$182K
4
UAA icon
Under Armour
UAA
+$163K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$161K

Top Sells

1
+$240K
2
+$223K
3
+$200K
4
BA icon
Boeing
BA
+$133K
5
JPM icon
JPMorgan Chase
JPM
+$114K

Sector Composition

1 Technology 16.93%
2 Financials 16.39%
3 Healthcare 13.15%
4 Industrials 11.77%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.54%
27,650
+1,900
27
$1.83M 1.53%
12,235
+507
28
$1.77M 1.47%
18,344
-500
29
$1.71M 1.43%
10,700
-200
30
$1.66M 1.38%
27,155
31
$1.51M 1.26%
19,833
-475
32
$1.49M 1.24%
17,843
-250
33
$1.21M 1.01%
10,921
-199
34
$1.21M 1.01%
18,191
-33
35
$1.19M 0.99%
12,138
+676
36
$1.19M 0.99%
10,125
+1,600
37
$1.13M 0.94%
17,175
+2,450
38
$1.13M 0.94%
14,937
-79
39
$1.12M 0.94%
24,625
+400
40
$1.11M 0.92%
25,187
+3,302
41
$1.1M 0.92%
23,225
42
$1.1M 0.92%
18,725
-450
43
$1.1M 0.92%
9,250
-155
44
$1.08M 0.9%
13,491
+1,150
45
$994K 0.83%
17,821
-600
46
$985K 0.82%
19,325
-459
47
$960K 0.8%
7,125
-100
48
$950K 0.79%
18,600
49
$946K 0.79%
8,950
-200
50
$924K 0.77%
15,870
-300
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