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
$146M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$272K
3
+$249K
4
KO icon
Coca-Cola
KO
+$245K
5
SHOP icon
Shopify
SHOP
+$238K

Top Sells

1
+$615K
2
+$582K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$527K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 19.59%
2 Healthcare 13.14%
3 Financials 12.13%
4 Industrials 9.17%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.33%
20,845
-760
27
$1.89M 1.3%
20,869
-350
28
$1.84M 1.26%
57,655
-2,000
29
$1.66M 1.14%
113,730
-8,270
30
$1.54M 1.06%
18,145
-875
31
$1.53M 1.05%
9,251
+4
32
$1.52M 1.04%
57,530
-5,266
33
$1.44M 0.99%
10,643
-489
34
$1.41M 0.96%
13,972
-333
35
$1.38M 0.94%
16,380
-770
36
$1.36M 0.93%
7,851
-175
37
$1.32M 0.9%
29,281
+41
38
$1.31M 0.9%
33,868
-2,296
39
$1.26M 0.86%
7,038
+15
40
$1.26M 0.86%
9,285
+25
41
$1.26M 0.86%
31,922
-2,007
42
$1.2M 0.82%
18,936
-797
43
$1.18M 0.81%
16,385
44
$1.14M 0.78%
13,075
-6,699
45
$1.11M 0.76%
5,820
-370
46
$1.02M 0.7%
7,890
-1,150
47
$998K 0.68%
15,725
-700
48
$997K 0.68%
9,940
-598
49
$964K 0.66%
12,409
-933
50
$945K 0.65%
12,184
-100
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