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
$120M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$188K
3
+$182K
4
UAA icon
Under Armour
UAA
+$163K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$161K

Top Sells

1
+$240K
2
+$223K
3
+$200K
4
BA icon
Boeing
BA
+$133K
5
JPM icon
JPMorgan Chase
JPM
+$114K

Sector Composition

1 Technology 16.93%
2 Financials 16.39%
3 Healthcare 13.15%
4 Industrials 11.77%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$918K 0.76%
9,516
52
$882K 0.73%
25,500
+2,600
53
$859K 0.72%
20,320
-994
54
$819K 0.68%
108,000
+13,000
55
$819K 0.68%
12,900
56
$794K 0.66%
13,900
-105
57
$794K 0.66%
14,630
-450
58
$794K 0.66%
9,550
59
$775K 0.65%
42,404
+1,500
60
$750K 0.62%
4,877
61
$734K 0.61%
9,129
-1,050
62
$715K 0.6%
12,908
63
$709K 0.59%
4,271
-35
64
$692K 0.58%
6,387
-225
65
$639K 0.53%
24,805
66
$616K 0.51%
11,829
+2,800
67
$591K 0.49%
32,634
+3
68
$553K 0.46%
3,705
+1,080
69
$536K 0.45%
12,450
70
$531K 0.44%
10,245
-475
71
$531K 0.44%
107,000
-45,000
72
$482K 0.4%
6,951
-275
73
$467K 0.39%
3,460
-243
74
$413K 0.34%
2,675
75
$389K 0.32%
2,600
1 2
3
4