AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$667K
3
+$434K
4
AAPL icon
Apple
AAPL
+$365K
5
NTRA icon
Natera
NTRA
+$330K

Top Sells

1
+$715K
2
+$420K
3
+$287K
4
ASPN icon
Aspen Aerogels
ASPN
+$193K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 27.46%
2 Financials 13.07%
3 Healthcare 7.49%
4 Industrials 7.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.02%
10,221
-2,085
27
$2.05M 0.95%
10,040
28
$1.98M 0.91%
2,835
-2
29
$1.93M 0.89%
6,615
-15
30
$1.9M 0.87%
9,134
+105
31
$1.86M 0.86%
37,789
+8,871
32
$1.84M 0.85%
12,471
-8
33
$1.73M 0.8%
24,398
-500
34
$1.73M 0.8%
12,900
+550
35
$1.72M 0.79%
15,850
36
$1.61M 0.74%
20,024
-1,543
37
$1.58M 0.73%
38,657
-297
38
$1.54M 0.71%
15,766
39
$1.5M 0.69%
10,304
+215
40
$1.44M 0.67%
13,685
-450
41
$1.36M 0.63%
15,886
-87
42
$1.34M 0.62%
45,542
+10
43
$1.34M 0.62%
25,700
44
$1.33M 0.61%
2,602
45
$1.28M 0.59%
4,661
-49
46
$1.27M 0.59%
9,623
-444
47
$1.27M 0.59%
486
+14
48
$1.25M 0.58%
5,039
+62
49
$1.25M 0.58%
5,600
50
$1.23M 0.57%
10,654
+990
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