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
$157M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$868K
3
+$318K
4
VUG icon
Vanguard Growth ETF
VUG
+$282K
5
TPL icon
Texas Pacific Land
TPL
+$254K

Top Sells

1
+$537K
2
+$464K
3
+$335K
4
OXY icon
Occidental Petroleum
OXY
+$272K
5
IBM icon
IBM
IBM
+$244K

Sector Composition

1 Technology 18.5%
2 Healthcare 14.71%
3 Financials 13.75%
4 Industrials 8.56%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.4%
75,011
+1,581
27
$2.15M 1.36%
9,848
+98
28
$2.06M 1.3%
6,309
-1,650
29
$2.03M 1.29%
26,623
30
$2.03M 1.28%
22,896
+1,254
31
$2M 1.27%
65,000
+400
32
$1.71M 1.08%
34,950
+17,722
33
$1.57M 1%
11,515
-50
34
$1.49M 0.95%
26,700
-300
35
$1.39M 0.88%
34,725
-2,700
36
$1.39M 0.88%
14,722
37
$1.3M 0.82%
17,479
+2,183
38
$1.29M 0.82%
10,076
+4
39
$1.27M 0.81%
8,425
-430
40
$1.21M 0.76%
21,600
-400
41
$1.2M 0.76%
27,136
+200
42
$1.2M 0.76%
9,530
+450
43
$1.17M 0.74%
55,174
-193
44
$1.14M 0.72%
14,394
-1,500
45
$1.11M 0.7%
12,031
46
$1.09M 0.69%
27,016
-1,725
47
$1.08M 0.69%
17,625
48
$1.05M 0.66%
12,058
-150
49
$1.03M 0.66%
19,570
-195
50
$1.03M 0.65%
10,100
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