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
$143M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$339K
3
+$253K
4
APO icon
Apollo Global Management
APO
+$250K
5
C icon
Citigroup
C
+$229K

Top Sells

1
+$285K
2
+$280K
3
+$171K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$130K
5
IBM icon
IBM
IBM
+$127K

Sector Composition

1 Technology 22.28%
2 Healthcare 13.8%
3 Financials 10.7%
4 Consumer Discretionary 8.85%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$908K 0.62%
11,911
-120
52
$877K 0.6%
13,794
-600
53
$833K 0.57%
54,892
-989
54
$832K 0.57%
6,087
55
$790K 0.54%
5,875
56
$773K 0.53%
+10,550
57
$726K 0.5%
7,286
58
$707K 0.49%
7,921
-420
59
$706K 0.49%
19,585
+8
60
$661K 0.45%
7,650
-700
61
$633K 0.44%
15,068
-23
62
$627K 0.43%
10,180
-4,542
63
$627K 0.43%
16,333
64
$623K 0.43%
26,805
+3
65
$617K 0.42%
3,291
+13
66
$608K 0.42%
11,800
-100
67
$541K 0.37%
1,200
68
$525K 0.36%
10,950
69
$500K 0.34%
2,597
+175
70
$493K 0.34%
7,551
-500
71
$489K 0.34%
8,900
72
$463K 0.32%
8,379
+1
73
$450K 0.31%
2,500
74
$445K 0.31%
14,280
+1,503
75
$431K 0.3%
122,717
1 2
3
4 5