AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
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
+$797K
2
+$320K
3
+$242K
4
APO icon
Apollo Global Management
APO
+$219K
5
C icon
Citigroup
C
+$213K

Top Sells

1
+$283K
2
+$249K
3
+$165K
4
IBM icon
IBM
IBM
+$128K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$122K

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 1.5%
69,200
+369
27
$1.95M 1.36%
13,640
-400
28
$1.9M 1.32%
16,216
-229
29
$1.87M 1.31%
14,371
-1,310
30
$1.79M 1.25%
78,243
+2,665
31
$1.76M 1.23%
35,619
+71
32
$1.7M 1.19%
65,700
-11,000
33
$1.66M 1.15%
71,504
+86
34
$1.6M 1.12%
25,788
-135
35
$1.46M 1.02%
25,700
-700
36
$1.22M 0.85%
19,060
37
$1.21M 0.84%
9,533
-46
38
$1.19M 0.83%
12,986
+100
39
$1.15M 0.8%
120,880
-2,000
40
$1.14M 0.8%
8,150
-275
41
$1.14M 0.8%
19,600
42
$1.13M 0.79%
17,358
-123
43
$1.05M 0.73%
5,714
-500
44
$1.03M 0.72%
31,250
45
$1.03M 0.72%
4,252
46
$1.01M 0.7%
10,100
47
$994K 0.69%
34,725
48
$959K 0.67%
34,050
-800
49
$952K 0.66%
19,700
50
$923K 0.64%
23,786
-3,350
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