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
$172M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$353K
3
+$303K
4
MRNA icon
Moderna
MRNA
+$298K
5
MELI icon
Mercado Libre
MELI
+$290K

Top Sells

1
+$619K
2
+$391K
3
+$257K
4
BRSL
Brightstar Lottery PLC
BRSL
+$246K
5
RUBY
Rubius Therapeutics, Inc
RUBY
+$201K

Sector Composition

1 Technology 21.01%
2 Healthcare 13.43%
3 Financials 11.16%
4 Consumer Discretionary 8.48%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.36%
6,672
+15
27
$2.34M 1.35%
21,872
-650
28
$2.34M 1.35%
65,000
-200
29
$2.15M 1.24%
72,947
+921
30
$2.04M 1.17%
13,953
-358
31
$2.01M 1.16%
7,725
-375
32
$2M 1.15%
14,823
-300
33
$1.99M 1.14%
24,728
-710
34
$1.69M 0.97%
34,286
-1,344
35
$1.69M 0.97%
77,609
-2,210
36
$1.68M 0.97%
25,907
+23
37
$1.57M 0.9%
9,540
+3
38
$1.54M 0.89%
118,080
-1,720
39
$1.53M 0.88%
9,530
40
$1.41M 0.81%
12,886
41
$1.38M 0.8%
20,200
+439
42
$1.36M 0.79%
30,750
43
$1.35M 0.78%
19,200
44
$1.32M 0.76%
31,325
-3,400
45
$1.27M 0.73%
19,331
+52
46
$1.19M 0.69%
17,477
-519
47
$1.19M 0.68%
16,425
-600
48
$1.18M 0.68%
5,519
-209
49
$1.16M 0.67%
4,252
50
$1.12M 0.64%
9,850
-250
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