AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$461K
3
+$268K
4
GIS icon
General Mills
GIS
+$261K
5
APO icon
Apollo Global Management
APO
+$234K

Top Sells

1
+$402K
2
+$360K
3
+$229K
4
AAPL icon
Apple
AAPL
+$125K
5
JNJ icon
Johnson & Johnson
JNJ
+$52.4K

Sector Composition

1 Technology 19.09%
2 Financials 13.2%
3 Healthcare 13.12%
4 Industrials 11.25%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$939K 0.73%
17,419
+2,581
52
$858K 0.67%
9,350
53
$857K 0.67%
23,725
-300
54
$854K 0.66%
7,500
+4,050
55
$829K 0.64%
119,900
+6,200
56
$823K 0.64%
8,350
-250
57
$821K 0.64%
19,450
+150
58
$812K 0.63%
4,252
59
$789K 0.61%
7,200
+1,500
60
$774K 0.6%
5,741
61
$773K 0.6%
15,050
-300
62
$676K 0.52%
27,093
63
$672K 0.52%
8,951
-4,800
64
$659K 0.51%
5,898
-90
65
$556K 0.43%
22,405
66
$542K 0.42%
10,950
67
$527K 0.41%
12,750
+2,000
68
$514K 0.4%
2,600
69
$465K 0.36%
8,900
70
$457K 0.35%
35,200
+13,950
71
$447K 0.35%
4,151
-175
72
$444K 0.34%
6,846
-50
73
$408K 0.32%
5,844
74
$408K 0.32%
12,004
-100
75
$400K 0.31%
2,856
1 2
3
4 5