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
$143M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$339K
3
+$253K
4
APO icon
Apollo Global Management
APO
+$250K
5
C icon
Citigroup
C
+$229K

Top Sells

1
+$285K
2
+$280K
3
+$171K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$130K
5
IBM icon
IBM
IBM
+$127K

Sector Composition

1 Technology 22.28%
2 Healthcare 13.8%
3 Financials 10.7%
4 Consumer Discretionary 8.85%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.48%
69,200
+369
27
$1.95M 1.34%
13,640
-400
28
$1.9M 1.31%
16,216
-229
29
$1.87M 1.29%
14,371
-1,310
30
$1.79M 1.23%
78,243
+2,665
31
$1.76M 1.21%
35,619
+71
32
$1.7M 1.17%
65,700
-11,000
33
$1.66M 1.14%
71,504
+86
34
$1.6M 1.1%
25,788
-135
35
$1.46M 1%
25,700
-700
36
$1.22M 0.84%
9,530
37
$1.21M 0.83%
9,533
-46
38
$1.19M 0.82%
12,986
+100
39
$1.15M 0.79%
120,880
-2,000
40
$1.14M 0.79%
8,150
-275
41
$1.14M 0.79%
19,600
42
$1.13M 0.78%
17,358
-123
43
$1.05M 0.72%
5,714
-500
44
$1.03M 0.71%
31,250
45
$1.03M 0.71%
4,252
46
$1.01M 0.7%
10,100
47
$994K 0.68%
34,725
48
$959K 0.66%
17,025
-400
49
$952K 0.66%
19,700
50
$923K 0.64%
23,786
-3,350
1
2
3 4 5