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
$220M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$1.55M
3
+$689K
4
CTAS icon
Cintas
CTAS
+$410K
5
BAND icon
Bandwidth Inc
BAND
+$370K

Top Sells

1
+$1.12M
2
+$256K
3
+$226K
4
IBM icon
IBM
IBM
+$223K
5
TPL icon
Texas Pacific Land
TPL
+$222K

Sector Composition

1 Healthcare 25.78%
2 Technology 17.67%
3 Financials 10.43%
4 Consumer Discretionary 6.85%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.09%
22,272
+400
27
$2.33M 1.06%
27,224
-11
28
$2.29M 1.04%
8,045
+320
29
$2.28M 1.03%
14,133
+180
30
$2.24M 1.02%
38,525
-3,595
31
$2.23M 1.01%
24,728
32
$2.19M 0.99%
60,368
-6,241
33
$2.06M 0.93%
27,612
+1,705
34
$2.05M 0.93%
14,773
-50
35
$1.84M 0.84%
80,718
+3,109
36
$1.8M 0.82%
9,543
+3
37
$1.63M 0.74%
121,920
+3,840
38
$1.6M 0.73%
9,530
39
$1.57M 0.71%
20,200
40
$1.56M 0.71%
19,717
+386
41
$1.55M 0.7%
+14,185
42
$1.52M 0.69%
12,686
-200
43
$1.42M 0.64%
5,569
+50
44
$1.41M 0.64%
19,150
-50
45
$1.39M 0.63%
18,487
+1,010
46
$1.36M 0.62%
31,325
47
$1.31M 0.59%
6,167
+1,448
48
$1.29M 0.59%
16,425
49
$1.29M 0.58%
30,750
50
$1.25M 0.57%
8,378
+83
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