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
$165M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$216K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$63.7K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$63.7K

Top Sells

1
+$939K
2
+$324K
3
+$295K
4
PEN icon
Penumbra
PEN
+$268K
5
DKNG icon
DraftKings
DKNG
+$254K

Sector Composition

1 Technology 20.77%
2 Healthcare 13.06%
3 Financials 11.32%
4 Industrials 8.08%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$981K 0.59%
7,435
+300
52
$975K 0.59%
10,046
53
$970K 0.59%
16,800
-500
54
$947K 0.57%
17,920
55
$910K 0.55%
8,378
56
$908K 0.55%
15,633
57
$907K 0.55%
16,385
-200
58
$903K 0.55%
43,092
-14,094
59
$876K 0.53%
10,029
+173
60
$845K 0.51%
7,187
+23
61
$838K 0.51%
3,559
-89
62
$831K 0.5%
6,080
+25
63
$805K 0.49%
9,774
64
$790K 0.48%
19,361
65
$786K 0.48%
8,749
66
$760K 0.46%
15,600
+250
67
$758K 0.46%
18,711
+300
68
$757K 0.46%
12,284
69
$730K 0.44%
25,105
70
$716K 0.43%
30,320
-100
71
$701K 0.42%
3,568
+51
72
$701K 0.42%
41,850
73
$658K 0.4%
2,676
+173
74
$611K 0.37%
5,197
75
$609K 0.37%
10,250
1 2
3
4 5