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
$205M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$914K
3
+$534K
4
IRM icon
Iron Mountain
IRM
+$513K
5
CVS icon
CVS Health
CVS
+$356K

Top Sells

1
+$821K
2
+$510K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$405K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 21.55%
2 Healthcare 14.39%
3 Financials 11.73%
4 Industrials 7.61%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.4%
34,924
-49
27
$2.81M 1.37%
11,374
-440
28
$2.69M 1.31%
16,480
-180
29
$2.56M 1.25%
23,107
-550
30
$2.29M 1.12%
9,883
-25
31
$2.23M 1.09%
25,444
-399
32
$2.21M 1.08%
22,584
33
$2.17M 1.06%
58,855
-3,200
34
$2.17M 1.06%
21,402
+3,513
35
$1.75M 0.85%
34,330
-833
36
$1.7M 0.83%
9,240
+4
37
$1.67M 0.82%
9,040
-530
38
$1.67M 0.82%
19,120
-600
39
$1.57M 0.77%
15,891
-199
40
$1.56M 0.76%
12,521
-359
41
$1.48M 0.72%
27,785
-900
42
$1.44M 0.7%
16,325
43
$1.43M 0.7%
6,719
+158
44
$1.41M 0.69%
13,874
-381
45
$1.41M 0.69%
11,418
-2,550
46
$1.28M 0.62%
9,335
-565
47
$1.2M 0.58%
19,045
+3
48
$1.16M 0.57%
5,725
-150
49
$1.16M 0.57%
6,055
+710
50
$1.13M 0.55%
4,531
1
2
3 4 5