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
$205M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$914K
3
+$534K
4
IRM icon
Iron Mountain
IRM
+$513K
5
CVS icon
CVS Health
CVS
+$356K

Top Sells

1
+$821K
2
+$510K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$405K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 21.55%
2 Healthcare 14.39%
3 Financials 11.73%
4 Industrials 7.61%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.54%
+17,920
52
$1.08M 0.53%
6,638
-300
53
$1.08M 0.53%
15,633
-300
54
$1.07M 0.52%
17,300
-450
55
$1.07M 0.52%
12,284
-122
56
$1.07M 0.52%
16,585
-400
57
$1.05M 0.51%
7,135
+499
58
$1.02M 0.5%
7,164
-1,078
59
$1.02M 0.5%
57,186
-7,878
60
$1.01M 0.5%
9,856
+196
61
$1.01M 0.5%
9,774
62
$992K 0.48%
8,378
-4,208
63
$940K 0.46%
25,105
-100
64
$939K 0.46%
27,227
-2,952
65
$930K 0.45%
19,361
-1,000
66
$928K 0.45%
3,648
+89
67
$914K 0.45%
+18,411
68
$913K 0.45%
10,046
69
$880K 0.43%
30,420
+10
70
$875K 0.43%
8,749
-550
71
$851K 0.42%
15,350
+9,250
72
$791K 0.39%
41,850
-2,500
73
$752K 0.37%
3,517
+1
74
$723K 0.35%
92,967
75
$715K 0.35%
10,250
1 2
3
4 5