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
$199M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$329K
3
+$293K
4
AMZN icon
Amazon
AMZN
+$265K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$239K

Top Sells

1
+$240K
2
+$201K
3
+$134K
4
INTC icon
Intel
INTC
+$121K
5
DIS icon
Walt Disney
DIS
+$115K

Sector Composition

1 Technology 25.84%
2 Financials 11.83%
3 Healthcare 8.65%
4 Industrials 7.83%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.51%
6,941
+10
52
$1M 0.5%
45,340
+9,560
53
$1M 0.5%
5,731
-235
54
$979K 0.49%
7,198
+1
55
$964K 0.49%
3,343
+1
56
$934K 0.47%
11,655
+251
57
$932K 0.47%
13,350
-1,150
58
$903K 0.45%
10,210
-600
59
$875K 0.44%
12,340
+930
60
$871K 0.44%
9,950
61
$870K 0.44%
10,775
+675
62
$829K 0.42%
8,623
-1,197
63
$825K 0.42%
23,905
-100
64
$815K 0.41%
397
-117
65
$809K 0.41%
19,989
+1,425
66
$806K 0.41%
29,109
+3,893
67
$794K 0.4%
17,442
+260
68
$793K 0.4%
11,823
+4,374
69
$787K 0.4%
6,900
-400
70
$766K 0.39%
2,798
+430
71
$761K 0.38%
859
+73
72
$749K 0.38%
4,565
+585
73
$749K 0.38%
6,387
74
$746K 0.38%
2,853
75
$746K 0.38%
31,811
-5,155
1 2
3
4 5