AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$216K
3
+$165K
4
BMY icon
Bristol-Myers Squibb
BMY
+$160K
5
MELI icon
Mercado Libre
MELI
+$93.4K

Top Sells

1
+$208K
2
+$208K
3
+$202K
4
MRNA icon
Moderna
MRNA
+$173K
5
MRK icon
Merck
MRK
+$116K

Sector Composition

1 Healthcare 23.87%
2 Technology 18.57%
3 Financials 10.75%
4 Consumer Discretionary 7.21%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.14%
63,600
27
$2.56M 1.12%
22,752
+480
28
$2.47M 1.08%
27,083
-141
29
$2.44M 1.07%
121,920
30
$2.41M 1.05%
8,070
+25
31
$2.35M 1.03%
24,459
-269
32
$2.35M 1.03%
59,872
-496
33
$2.33M 1.02%
14,063
-70
34
$2.14M 0.94%
38,181
-344
35
$1.97M 0.86%
14,714
-59
36
$1.84M 0.8%
20,020
-180
37
$1.77M 0.78%
9,230
-313
38
$1.7M 0.74%
9,530
39
$1.68M 0.74%
77,466
-3,252
40
$1.61M 0.71%
20,660
+943
41
$1.58M 0.69%
14,226
+41
42
$1.58M 0.69%
6,452
+285
43
$1.51M 0.66%
18,160
-327
44
$1.48M 0.65%
19,100
-50
45
$1.47M 0.64%
12,686
46
$1.44M 0.63%
30,750
47
$1.39M 0.61%
30,727
-598
48
$1.35M 0.59%
15,887
+961
49
$1.34M 0.59%
16,325
-100
50
$1.32M 0.58%
5,520
-49
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