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
$140M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$323K
3
+$228K
4
BX icon
Blackstone
BX
+$47.7K
5
NVDA icon
NVIDIA
NVDA
+$32.7K

Top Sells

1
+$1.11M
2
+$817K
3
+$766K
4
MCD icon
McDonald's
MCD
+$631K
5
AAPL icon
Apple
AAPL
+$571K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.24%
3 Financials 11.48%
4 Industrials 7.79%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.32%
61,113
-14,127
27
$1.83M 1.3%
7,915
-2,733
28
$1.73M 1.23%
59,655
-200
29
$1.68M 1.2%
22,984
30
$1.62M 1.15%
62,796
-10,637
31
$1.61M 1.15%
21,219
-4,225
32
$1.5M 1.07%
19,020
33
$1.48M 1.05%
122,000
+2,690
34
$1.43M 1.02%
9,247
+4
35
$1.39M 0.99%
36,164
+8,379
36
$1.3M 0.93%
+29,240
37
$1.29M 0.92%
33,929
-386
38
$1.29M 0.92%
9,040
39
$1.25M 0.89%
11,132
-286
40
$1.19M 0.85%
8,026
-1,899
41
$1.17M 0.83%
14,305
-1,723
42
$1.12M 0.8%
9,260
+25
43
$1.01M 0.72%
7,023
+185
44
$984K 0.7%
6,844
45
$974K 0.69%
10,538
-1,983
46
$968K 0.69%
16,425
-375
47
$937K 0.67%
19,733
+254
48
$921K 0.66%
16,385
49
$920K 0.66%
15,633
50
$918K 0.65%
7,435
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