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
$166M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$537K
2
+$319K
3
+$218K
4
DXCM icon
DexCom
DXCM
+$194K
5
PEP icon
PepsiCo
PEP
+$183K

Top Sells

1
+$699K
2
+$283K
3
+$250K
4
AAPL icon
Apple
AAPL
+$227K
5
T icon
AT&T
T
+$139K

Sector Composition

1 Technology 25.51%
2 Financials 11.83%
3 Healthcare 9.6%
4 Industrials 8.24%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$957K 0.58%
10,594
+191
52
$915K 0.55%
18,937
+238
53
$904K 0.54%
11,668
54
$889K 0.54%
10,250
55
$867K 0.52%
25,005
56
$866K 0.52%
5,791
-259
57
$844K 0.51%
5,600
58
$840K 0.51%
9,989
+480
59
$835K 0.5%
15,891
60
$826K 0.5%
6,657
+1,560
61
$820K 0.49%
10,380
-8,852
62
$809K 0.49%
7,350
-150
63
$787K 0.47%
11,250
64
$778K 0.47%
12,996
-96
65
$769K 0.46%
6,624
-200
66
$723K 0.44%
17,148
+18
67
$714K 0.43%
3,158
+474
68
$702K 0.42%
1,200
69
$701K 0.42%
13,472
+6,122
70
$695K 0.42%
442
+26
71
$664K 0.4%
13,861
-1,300
72
$655K 0.39%
37,160
+2
73
$641K 0.39%
6,742
+1,167
74
$627K 0.38%
6,861
-659
75
$624K 0.38%
6,242
1 2
3
4 5