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
$181M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$450K
3
+$222K
4
SYK icon
Stryker
SYK
+$217K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Top Sells

1
+$1.01M
2
+$478K
3
+$174K
4
PFE icon
Pfizer
PFE
+$160K
5
BA icon
Boeing
BA
+$140K

Sector Composition

1 Technology 25.17%
2 Financials 11.85%
3 Healthcare 9.78%
4 Industrials 8.12%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.54%
6,994
+337
52
$966K 0.53%
20,014
+1,077
53
$962K 0.53%
5,600
54
$956K 0.53%
15,891
55
$944K 0.52%
4,893
-725
56
$939K 0.52%
5,766
-25
57
$938K 0.52%
14,500
-500
58
$930K 0.51%
9,950
-300
59
$902K 0.5%
11,250
60
$894K 0.49%
24,105
-900
61
$844K 0.47%
10,910
-758
62
$842K 0.46%
6,616
-8
63
$840K 0.46%
3,241
+83
64
$835K 0.46%
7,350
65
$801K 0.44%
14,607
+1,135
66
$794K 0.44%
9,952
-428
67
$774K 0.43%
12,985
-11
68
$770K 0.43%
1,200
69
$749K 0.41%
6,442
+200
70
$739K 0.41%
17,177
+29
71
$713K 0.39%
2,368
72
$705K 0.39%
466
+24
73
$688K 0.38%
6,722
-20
74
$685K 0.38%
13,661
-200
75
$658K 0.36%
35,862
-1,298
1 2
3
4 5