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
$146M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$272K
3
+$249K
4
KO icon
Coca-Cola
KO
+$245K
5
SHOP icon
Shopify
SHOP
+$238K

Top Sells

1
+$615K
2
+$582K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$527K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 19.59%
2 Healthcare 13.14%
3 Financials 12.13%
4 Industrials 9.17%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$941K 0.64%
9,577
-472
52
$934K 0.64%
3,764
+92
53
$914K 0.63%
7,749
-1,000
54
$914K 0.63%
8,328
-50
55
$910K 0.62%
6,485
-950
56
$827K 0.57%
17,490
-1,221
57
$824K 0.56%
14,033
-1,600
58
$796K 0.54%
9,446
-225
59
$778K 0.53%
25,105
60
$772K 0.53%
2,652
+1
61
$752K 0.51%
40,854
-1,790
62
$744K 0.51%
41,153
+51
63
$737K 0.5%
30,330
+10
64
$704K 0.48%
6,889
-299
65
$700K 0.48%
14,050
-1,800
66
$695K 0.48%
9,962
+34
67
$694K 0.47%
6,293
+125
68
$689K 0.47%
10,250
69
$689K 0.47%
2,236
-125
70
$688K 0.47%
3,120
-449
71
$651K 0.45%
15,511
-3,000
72
$632K 0.43%
5,600
73
$617K 0.42%
4,699
-498
74
$613K 0.42%
1,200
75
$519K 0.35%
6,250
+100
1 2
3
4 5