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

Top Buys

1
+$449K
2
+$341K
3
+$331K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$306K
5
MRNA icon
Moderna
MRNA
+$289K

Top Sells

1
+$619K
2
+$366K
3
+$246K
4
AAPL icon
Apple
AAPL
+$233K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187K

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 1.38%
6,672
+15
27
$2.34M 1.36%
21,872
-650
28
$2.34M 1.36%
65,000
-200
29
$2.15M 1.25%
72,947
+921
30
$2.04M 1.18%
13,953
-358
31
$2.01M 1.17%
7,725
-375
32
$2M 1.16%
14,823
-300
33
$1.99M 1.15%
24,728
-710
34
$1.69M 0.98%
34,286
-1,344
35
$1.69M 0.98%
77,609
-2,210
36
$1.68M 0.98%
25,907
+23
37
$1.57M 0.91%
9,540
+3
38
$1.54M 0.9%
118,080
-1,720
39
$1.53M 0.89%
19,060
40
$1.41M 0.82%
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 0.77%
31,325
-3,400
45
$1.27M 0.74%
19,331
+52
46
$1.19M 0.69%
17,477
-519
47
$1.19M 0.69%
32,850
-1,200
48
$1.18M 0.69%
5,519
-209
49
$1.16M 0.67%
4,252
50
$1.12M 0.65%
9,850
-250
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