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
$229M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$216K
3
+$165K
4
BMY icon
Bristol-Myers Squibb
BMY
+$160K
5
MELI icon
Mercado Libre
MELI
+$93.4K

Top Sells

1
+$208K
2
+$208K
3
+$202K
4
MRNA icon
Moderna
MRNA
+$173K
5
MRK icon
Merck
MRK
+$116K

Sector Composition

1 Healthcare 23.87%
2 Technology 18.57%
3 Financials 10.75%
4 Consumer Discretionary 7.21%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.55%
8,369
-9
52
$1.25M 0.55%
9,900
53
$1.24M 0.54%
4,298
-79
54
$1.13M 0.49%
5,875
55
$1.1M 0.48%
21,386
-550
56
$1.06M 0.46%
12,886
-208
57
$1.04M 0.45%
15,833
58
$1M 0.44%
15,000
+1,000
59
$942K 0.41%
17,550
60
$940K 0.41%
6,836
-200
61
$930K 0.41%
11,488
+2
62
$924K 0.4%
5,647
63
$924K 0.4%
50,666
64
$884K 0.39%
18,573
+361
65
$867K 0.38%
11,082
-79
66
$842K 0.37%
26,250
67
$841K 0.37%
8,213
+194
68
$792K 0.35%
7,562
-224
69
$791K 0.35%
9,650
70
$786K 0.34%
9,250
-150
71
$776K 0.34%
10,250
72
$742K 0.32%
3,004
+161
73
$698K 0.31%
24,070
+30
74
$658K 0.29%
10,799
-150
75
$653K 0.29%
97,717
1 2
3
4 5