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
$181M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$450K
3
+$222K
4
SYK icon
Stryker
SYK
+$217K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Top Sells

1
+$1.01M
2
+$478K
3
+$174K
4
PFE icon
Pfizer
PFE
+$160K
5
BA icon
Boeing
BA
+$140K

Sector Composition

1 Technology 25.17%
2 Financials 11.85%
3 Healthcare 9.78%
4 Industrials 8.12%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.08%
6,918
-36
27
$1.85M 1.02%
10,593
+581
28
$1.84M 1.01%
18,979
-450
29
$1.83M 1.01%
55,405
30
$1.71M 0.94%
18,150
-20
31
$1.7M 0.94%
5,884
-295
32
$1.67M 0.92%
37,856
-995
33
$1.6M 0.88%
9,196
+5
34
$1.43M 0.79%
7,775
-40
35
$1.42M 0.78%
9,976
+14
36
$1.38M 0.76%
10,973
-33
37
$1.34M 0.74%
9,095
38
$1.3M 0.72%
2,336
-6
39
$1.27M 0.7%
14,735
-400
40
$1.25M 0.69%
35,456
+45
41
$1.24M 0.68%
7,196
+526
42
$1.23M 0.68%
10,055
-539
43
$1.21M 0.67%
4,480
-4
44
$1.17M 0.65%
9,051
-325
45
$1.13M 0.62%
24,921
+552
46
$1.12M 0.62%
12,109
47
$1.09M 0.6%
6,941
48
$1.06M 0.59%
13,620
-612
49
$1.04M 0.58%
37,588
-5,765
50
$976K 0.54%
10,012
+23
1
2
3 4 5