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
$156M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$220K
3
+$93.5K
4
BMY icon
Bristol-Myers Squibb
BMY
+$67.1K
5
AAPL icon
Apple
AAPL
+$66.3K

Top Sells

1
+$615K
2
+$601K
3
+$338K
4
MSFT icon
Microsoft
MSFT
+$172K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$122K

Sector Composition

1 Technology 25.71%
2 Financials 10.9%
3 Healthcare 10.85%
4 Industrials 8.57%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.17%
20,113
-496
27
$1.78M 1.14%
48,445
-1,916
28
$1.76M 1.13%
9,525
-56
29
$1.76M 1.13%
13,516
-420
30
$1.69M 1.09%
6,826
-249
31
$1.67M 1.07%
9,259
+4
32
$1.56M 1%
18,270
+125
33
$1.53M 0.98%
33,784
+1
34
$1.46M 0.94%
10,595
-48
35
$1.44M 0.92%
20,836
-662
36
$1.38M 0.88%
41,159
-984
37
$1.33M 0.85%
7,840
38
$1.27M 0.82%
9,962
39
$1.26M 0.81%
12,882
-780
40
$1.23M 0.79%
9,285
41
$1.21M 0.78%
26,637
-2,689
42
$1.16M 0.74%
5,480
-40
43
$1.14M 0.73%
16,285
44
$1.06M 0.68%
28,440
-1,082
45
$1.05M 0.67%
6,646
-92
46
$1.02M 0.65%
9,461
-46
47
$1M 0.64%
12,109
48
$979K 0.63%
10,967
-482
49
$950K 0.61%
15,500
-225
50
$932K 0.6%
16,205
-1,136
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