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
$165M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$216K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$63.7K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$63.7K

Top Sells

1
+$939K
2
+$324K
3
+$295K
4
PEN icon
Penumbra
PEN
+$268K
5
DKNG icon
DraftKings
DKNG
+$254K

Sector Composition

1 Technology 20.77%
2 Healthcare 13.06%
3 Financials 11.32%
4 Industrials 8.08%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.3%
25,444
27
$2.12M 1.28%
23,333
+226
28
$2.03M 1.23%
21,904
+502
29
$1.89M 1.14%
59,855
+1,000
30
$1.87M 1.13%
19,774
-2,669
31
$1.83M 1.1%
22,984
+400
32
$1.81M 1.1%
17,080
+600
33
$1.81M 1.09%
119,310
+3,590
34
$1.74M 1.05%
34,315
-15
35
$1.54M 0.93%
11,418
36
$1.54M 0.93%
16,028
+137
37
$1.45M 0.87%
19,020
-100
38
$1.42M 0.86%
9,243
+3
39
$1.35M 0.82%
12,521
40
$1.32M 0.8%
13,887
+13
41
$1.24M 0.75%
9,040
42
$1.2M 0.73%
16,325
43
$1.2M 0.72%
1,408,345
44
$1.18M 0.72%
9,235
-100
45
$1.13M 0.68%
6,844
+125
46
$1.12M 0.68%
27,785
47
$1.1M 0.66%
4,561
+30
48
$997K 0.6%
5,725
49
$996K 0.6%
19,479
+434
50
$990K 0.6%
6,838
+200
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