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
$166M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$537K
2
+$319K
3
+$218K
4
DXCM icon
DexCom
DXCM
+$194K
5
PEP icon
PepsiCo
PEP
+$183K

Top Sells

1
+$699K
2
+$283K
3
+$250K
4
AAPL icon
Apple
AAPL
+$227K
5
T icon
AT&T
T
+$139K

Sector Composition

1 Technology 25.51%
2 Financials 11.83%
3 Healthcare 9.6%
4 Industrials 8.24%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.17%
12,811
+20
27
$1.93M 1.16%
19,834
-150
28
$1.86M 1.12%
34,577
+4
29
$1.7M 1.02%
10,012
+1,079
30
$1.69M 1.02%
18,170
31
$1.69M 1.02%
55,405
+200
32
$1.57M 0.94%
9,191
+5
33
$1.56M 0.94%
6,179
-97
34
$1.47M 0.88%
9,962
35
$1.46M 0.88%
5,618
-50
36
$1.4M 0.84%
7,815
-25
37
$1.25M 0.75%
11,006
+106
38
$1.25M 0.75%
15,135
-900
39
$1.25M 0.75%
43,353
-598
40
$1.24M 0.75%
9,095
-40
41
$1.16M 0.7%
35,411
+207
42
$1.14M 0.69%
9,376
-696
43
$1.12M 0.68%
4,484
+245
44
$1.12M 0.68%
24,369
-17
45
$1.08M 0.65%
2,342
+241
46
$1.04M 0.62%
6,670
+411
47
$1.04M 0.62%
12,109
48
$1.04M 0.62%
6,941
+270
49
$988K 0.59%
15,000
-300
50
$964K 0.58%
14,232
-476
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