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
$187M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$668K
3
+$515K
4
AMZN icon
Amazon
AMZN
+$320K
5
SHOP icon
Shopify
SHOP
+$229K

Top Sells

1
+$934K
2
+$794K
3
+$509K
4
GLW icon
Corning
GLW
+$390K
5
MSFT icon
Microsoft
MSFT
+$343K

Sector Composition

1 Technology 26.88%
2 Financials 11.49%
3 Healthcare 8.81%
4 Industrials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$974K 0.52%
9,699
-313
52
$971K 0.52%
7,197
+1
53
$957K 0.51%
5,966
+200
54
$944K 0.51%
19,647
-367
55
$940K 0.5%
14,500
56
$852K 0.46%
3,342
+101
57
$851K 0.46%
4,675
-218
58
$845K 0.45%
514
+48
59
$845K 0.45%
7,449
+455
60
$803K 0.43%
24,005
-100
61
$800K 0.43%
10,810
-100
62
$789K 0.42%
9,950
63
$782K 0.42%
2,042
+298
64
$771K 0.41%
18,564
+4,564
65
$770K 0.41%
11,410
+1,390
66
$759K 0.41%
7,300
-50
67
$753K 0.4%
11,404
+3,472
68
$748K 0.4%
6,538
-78
69
$735K 0.39%
6,387
-55
70
$732K 0.39%
15,509
+902
71
$721K 0.39%
12,253
-732
72
$714K 0.38%
17,182
+5
73
$711K 0.38%
35,780
-82
74
$688K 0.37%
+10,100
75
$670K 0.36%
13,561
-100
1 2
3
4 5