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AFM

Abbot Financial Management Portfolio holdings

AUM $235M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$582K
3
+$485K
4
MRK icon
Merck
MRK
+$232K
5
GLD icon
SPDR Gold Trust
GLD
+$209K

Top Sells

1
+$813K
2
+$430K
3
+$243K
4
BG icon
Bunge Global
BG
+$216K
5
ADBE icon
Adobe
ADBE
+$210K

Sector Composition

1 Technology 28.35%
2 Financials 13.02%
3 Healthcare 7.43%
4 Industrials 6.96%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.99%
17,594
+80
27
$2.1M 0.9%
2,769
-66
28
$2.04M 0.87%
10,040
29
$1.96M 0.84%
25,700
30
$1.96M 0.84%
39,419
+1,630
31
$1.96M 0.84%
6,455
-160
32
$1.91M 0.82%
12,407
-64
33
$1.73M 0.74%
14,450
-1,400
34
$1.69M 0.72%
9,224
+90
35
$1.69M 0.72%
37,934
-723
36
$1.68M 0.72%
24,065
-333
37
$1.67M 0.71%
9,967
-337
38
$1.62M 0.69%
15,741
-25
39
$1.57M 0.67%
13,100
+200
40
$1.57M 0.67%
10,564
-90
41
$1.53M 0.65%
4,636
-25
42
$1.53M 0.65%
13,685
43
$1.41M 0.6%
17,330
-2,694
44
$1.35M 0.58%
2,759
+157
45
$1.32M 0.56%
9,395
-228
46
$1.28M 0.55%
4,947
-92
47
$1.28M 0.55%
1,385
+169
48
$1.28M 0.55%
7,901
+206
49
$1.26M 0.54%
44,369
-1,173
50
$1.23M 0.53%
4,373
+492
1
2
3 4 5