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
$156M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$220K
3
+$93.5K
4
BMY icon
Bristol-Myers Squibb
BMY
+$67.1K
5
AAPL icon
Apple
AAPL
+$66.3K

Top Sells

1
+$615K
2
+$601K
3
+$338K
4
MSFT icon
Microsoft
MSFT
+$172K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$122K

Sector Composition

1 Technology 25.71%
2 Financials 10.9%
3 Healthcare 10.85%
4 Industrials 8.57%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$911K 0.58%
+19,105
52
$909K 0.58%
3,714
-31
53
$892K 0.57%
30,320
-180
54
$887K 0.57%
6,245
-40
55
$885K 0.57%
10,250
56
$882K 0.57%
12,056
-128
57
$856K 0.55%
25,105
58
$833K 0.53%
15,891
-900
59
$818K 0.52%
7,500
60
$804K 0.52%
2,060
-292
61
$803K 0.52%
7,749
62
$791K 0.51%
6,833
-57
63
$758K 0.49%
9,055
-596
64
$737K 0.47%
15,961
65
$697K 0.45%
40,456
-1,999
66
$696K 0.45%
5,600
67
$669K 0.43%
6,242
-51
68
$650K 0.42%
1,200
69
$639K 0.41%
11,250
-1,200
70
$616K 0.4%
38,604
-1,252
71
$594K 0.38%
3,084
-36
72
$584K 0.37%
1,949
-287
73
$580K 0.37%
4,571
-128
74
$572K 0.37%
10,280
+4
75
$565K 0.36%
7,882
-1,564
1 2
3
4 5