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
$140M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$323K
3
+$228K
4
BX icon
Blackstone
BX
+$47.7K
5
NVDA icon
NVIDIA
NVDA
+$32.7K

Top Sells

1
+$1.11M
2
+$817K
3
+$766K
4
MCD icon
McDonald's
MCD
+$631K
5
AAPL icon
Apple
AAPL
+$571K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.24%
3 Financials 11.48%
4 Industrials 7.79%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.65%
13,342
-2,983
52
$895K 0.64%
8,749
53
$832K 0.59%
10,049
+20
54
$821K 0.58%
3,672
+113
55
$813K 0.58%
9,928
+154
56
$811K 0.58%
8,378
57
$809K 0.58%
18,711
58
$789K 0.56%
9,671
-375
59
$749K 0.53%
6,190
+110
60
$747K 0.53%
12,284
61
$697K 0.5%
15,850
+250
62
$687K 0.49%
30,320
63
$684K 0.49%
41,102
-748
64
$673K 0.48%
18,511
-850
65
$669K 0.48%
25,105
66
$654K 0.47%
42,644
-448
67
$649K 0.46%
3,569
+1
68
$649K 0.46%
7,188
+1
69
$642K 0.46%
2,651
-25
70
$614K 0.44%
10,250
71
$608K 0.43%
5,197
72
$565K 0.4%
12,235
-5,685
73
$549K 0.39%
2,361
-2,200
74
$543K 0.39%
5,600
75
$539K 0.38%
6,168
1 2
3
4 5