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
$199M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$329K
3
+$293K
4
AMZN icon
Amazon
AMZN
+$265K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$239K

Top Sells

1
+$240K
2
+$201K
3
+$134K
4
INTC icon
Intel
INTC
+$121K
5
DIS icon
Walt Disney
DIS
+$115K

Sector Composition

1 Technology 25.84%
2 Financials 11.83%
3 Healthcare 8.65%
4 Industrials 7.83%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.03%
6,693
-66
27
$2.02M 1.02%
44,755
-600
28
$2M 1.01%
18,309
-175
29
$1.9M 0.96%
9,203
+3
30
$1.89M 0.95%
18,100
31
$1.82M 0.92%
10,703
-23
32
$1.7M 0.86%
9,976
33
$1.64M 0.82%
14,635
-100
34
$1.61M 0.81%
11,852
+683
35
$1.57M 0.79%
5,736
-23
36
$1.56M 0.78%
7,775
37
$1.55M 0.78%
2,449
+132
38
$1.43M 0.72%
38,008
+2,750
39
$1.4M 0.7%
9,070
40
$1.31M 0.66%
11,033
-100
41
$1.28M 0.64%
4,541
-30
42
$1.27M 0.64%
15,741
-150
43
$1.25M 0.63%
8,801
44
$1.18M 0.59%
9,701
+2
45
$1.17M 0.59%
15,965
+2,509
46
$1.15M 0.58%
5,600
47
$1.15M 0.58%
11,959
-150
48
$1.07M 0.54%
21,684
+2,037
49
$1.06M 0.54%
36,748
+445
50
$1.02M 0.52%
25,700
+6,000
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