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
$125M
AUM Growth
+$980K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$657K
3
+$270K
4
AMZN icon
Amazon
AMZN
+$241K
5
BP icon
BP
BP
+$202K

Top Sells

1
+$1.21M
2
+$554K
3
+$326K
4
DCP
DCP Midstream, LP
DCP
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$201K

Sector Composition

1 Technology 18.46%
2 Financials 15.65%
3 Healthcare 12.36%
4 Industrials 10.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.71%
13,636
-258
52
$888K 0.71%
27,600
-150
53
$884K 0.7%
18,650
54
$880K 0.7%
15,670
55
$875K 0.7%
20,336
+6
56
$874K 0.7%
5,835
+1,800
57
$821K 0.65%
117,200
+15,600
58
$809K 0.64%
4,145
59
$797K 0.63%
9,550
60
$775K 0.62%
12,708
-200
61
$735K 0.58%
34,590
+3
62
$728K 0.58%
+13,875
63
$713K 0.57%
4,577
-300
64
$673K 0.54%
6,132
+150
65
$602K 0.48%
8,829
66
$570K 0.45%
24,405
-400
67
$556K 0.44%
8,900
68
$552K 0.44%
9,426
-9,460
69
$515K 0.41%
87,000
70
$495K 0.39%
10,950
-1,500
71
$453K 0.36%
10,245
72
$439K 0.35%
2,600
73
$439K 0.35%
12,479
74
$428K 0.34%
6,396
-455
75
$408K 0.32%
5,844
1 2
3
4 5