AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$461K
3
+$268K
4
GIS icon
General Mills
GIS
+$261K
5
APO icon
Apollo Global Management
APO
+$234K

Top Sells

1
+$402K
2
+$360K
3
+$229K
4
AAPL icon
Apple
AAPL
+$125K
5
JNJ icon
Johnson & Johnson
JNJ
+$52.4K

Sector Composition

1 Technology 19.09%
2 Financials 13.2%
3 Healthcare 13.12%
4 Industrials 11.25%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.35%
73,339
+675
27
$1.73M 1.34%
67,200
-2,000
28
$1.59M 1.24%
8,780
+210
29
$1.52M 1.18%
9,725
+905
30
$1.46M 1.13%
9,510
+670
31
$1.42M 1.1%
11,563
+384
32
$1.26M 0.98%
15,517
33
$1.25M 0.97%
30,711
-600
34
$1.25M 0.97%
22,700
-225
35
$1.15M 0.89%
17,394
-300
36
$1.13M 0.88%
12,981
+40
37
$1.13M 0.88%
16,933
-124
38
$1.13M 0.87%
9,131
+249
39
$1.07M 0.83%
28,950
-6,175
40
$1.07M 0.83%
24,591
+17,141
41
$1.06M 0.83%
53,202
+1,756
42
$1.03M 0.8%
15,616
-100
43
$1.03M 0.8%
5,375
+320
44
$1.02M 0.79%
9,616
+100
45
$1.02M 0.79%
12,708
46
$1.01M 0.79%
20,254
+6
47
$1M 0.78%
18,075
-50
48
$994K 0.77%
6,075
-200
49
$958K 0.74%
27,400
50
$947K 0.74%
11,716
+19
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2
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