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
$187M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$668K
3
+$515K
4
AMZN icon
Amazon
AMZN
+$320K
5
SHOP icon
Shopify
SHOP
+$229K

Top Sells

1
+$934K
2
+$794K
3
+$509K
4
GLW icon
Corning
GLW
+$390K
5
MSFT icon
Microsoft
MSFT
+$343K

Sector Composition

1 Technology 26.88%
2 Financials 11.49%
3 Healthcare 8.81%
4 Industrials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.04%
25,713
-199
27
$1.79M 0.96%
9,200
+4
28
$1.77M 0.95%
10,726
+133
29
$1.76M 0.94%
45,355
-10,050
30
$1.76M 0.94%
18,100
-50
31
$1.73M 0.93%
5,759
-125
32
$1.72M 0.92%
6,759
-159
33
$1.69M 0.91%
9,976
34
$1.42M 0.76%
7,775
35
$1.36M 0.73%
11,169
+196
36
$1.32M 0.71%
9,070
-25
37
$1.32M 0.71%
14,735
38
$1.29M 0.69%
35,258
-198
39
$1.22M 0.65%
8,801
-250
40
$1.22M 0.65%
4,571
+91
41
$1.17M 0.63%
2,317
-19
42
$1.14M 0.61%
36,966
-890
43
$1.08M 0.58%
6,931
-10
44
$1.08M 0.58%
15,891
45
$1.07M 0.57%
12,109
46
$1.02M 0.54%
36,303
-1,285
47
$999K 0.54%
13,456
-164
48
$998K 0.53%
11,133
-117
49
$980K 0.53%
5,600
50
$975K 0.52%
9,820
-235
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