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
$193M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$435K
3
+$389K
4
GS icon
Goldman Sachs
GS
+$327K
5
AVGO icon
Broadcom
AVGO
+$326K

Top Sells

1
+$598K
2
+$244K
3
+$205K
4
AAPL icon
Apple
AAPL
+$199K
5
LYB icon
LyondellBasell Industries
LYB
+$137K

Sector Composition

1 Technology 25.21%
2 Financials 13.12%
3 Healthcare 8.51%
4 Industrials 7.47%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.03%
43,155
-500
27
$1.93M 1%
17,564
-379
28
$1.72M 0.89%
2,837
+388
29
$1.71M 0.89%
10,040
+64
30
$1.65M 0.86%
21,567
-1,400
31
$1.64M 0.85%
12,479
+587
32
$1.62M 0.84%
9,029
-78
33
$1.58M 0.82%
24,898
-465
34
$1.57M 0.82%
14,135
-500
35
$1.56M 0.81%
7,925
36
$1.51M 0.78%
10,067
-516
37
$1.42M 0.74%
28,918
+259
38
$1.39M 0.72%
15,973
+4
39
$1.38M 0.72%
15,766
+25
40
$1.35M 0.7%
5,552
-209
41
$1.34M 0.69%
10,089
+3
42
$1.33M 0.69%
38,954
-107
43
$1.32M 0.68%
4,977
+321
44
$1.31M 0.68%
8,950
-20
45
$1.3M 0.67%
45,532
+2,082
46
$1.18M 0.61%
25,700
47
$1.17M 0.61%
8,251
-300
48
$1.15M 0.6%
12,350
+10
49
$1.15M 0.6%
5,600
50
$1.14M 0.59%
6,821
+5
1
2
3 4 5