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
$125M
AUM Growth
+$980K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$657K
3
+$270K
4
AMZN icon
Amazon
AMZN
+$241K
5
BP icon
BP
BP
+$202K

Top Sells

1
+$1.21M
2
+$554K
3
+$326K
4
DCP
DCP Midstream, LP
DCP
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$201K

Sector Composition

1 Technology 18.46%
2 Financials 15.65%
3 Healthcare 12.36%
4 Industrials 10.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.48%
76,526
-53
27
$1.8M 1.44%
17,135
-299
28
$1.8M 1.43%
17,190
+725
29
$1.67M 1.33%
17,944
-200
30
$1.52M 1.21%
38,625
-1,500
31
$1.48M 1.18%
34,511
-50
32
$1.4M 1.12%
16,943
-675
33
$1.35M 1.07%
16,116
34
$1.27M 1.01%
18,229
-749
35
$1.26M 1%
23,050
+250
36
$1.24M 0.99%
11,378
+2
37
$1.23M 0.98%
17,821
38
$1.21M 0.96%
15,334
39
$1.17M 0.93%
13,691
-500
40
$1.15M 0.91%
23,425
-400
41
$1.12M 0.89%
19,325
-100
42
$1.1M 0.87%
17,081
43
$1.09M 0.87%
8,638
-546
44
$1.05M 0.83%
9,516
45
$986K 0.78%
7,385
+4,924
46
$981K 0.78%
16,075
+75
47
$966K 0.77%
8,700
-150
48
$932K 0.74%
6,475
-500
49
$927K 0.74%
5,660
50
$899K 0.72%
50,854
+6,400
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