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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.58M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.13M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.08%
2 Technology 16.04%
3 Healthcare 13.44%
4 Industrials 11.58%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.74%
+18,600
52
$828K 0.74%
+21,314
53
$784K 0.7%
+40,904
54
$780K 0.7%
+10,179
55
$770K 0.69%
+14,005
56
$764K 0.69%
+22,900
57
$757K 0.68%
+9,550
58
$732K 0.66%
+9,516
59
$702K 0.63%
+95,000
60
$698K 0.63%
+4,877
61
$694K 0.62%
+12,900
62
$683K 0.61%
+6,612
63
$661K 0.59%
+4,306
64
$635K 0.57%
+24,805
65
$627K 0.56%
+12,908
66
$594K 0.53%
+10,720
67
$593K 0.53%
+32,631
68
$577K 0.52%
+9,029
69
$549K 0.49%
+152,000
70
$471K 0.42%
+7,226
71
$470K 0.42%
+3,703
72
$454K 0.41%
+12,450
73
$430K 0.39%
+2,927
74
$394K 0.35%
+6,750
75
$389K 0.35%
+2,675
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3
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