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
$193M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$435K
3
+$389K
4
GS icon
Goldman Sachs
GS
+$327K
5
AVGO icon
Broadcom
AVGO
+$326K

Top Sells

1
+$598K
2
+$244K
3
+$205K
4
AAPL icon
Apple
AAPL
+$199K
5
LYB icon
LyondellBasell Industries
LYB
+$137K

Sector Composition

1 Technology 25.21%
2 Financials 13.12%
3 Healthcare 8.51%
4 Industrials 7.47%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.52%
11,759
52
$1.01M 0.52%
5,823
+72
53
$995K 0.52%
3,294
+1
54
$939K 0.49%
10,918
55
$923K 0.48%
9,664
+30
56
$921K 0.48%
472
+3
57
$917K 0.48%
2,602
+170
58
$914K 0.47%
10,210
59
$911K 0.47%
19,964
+17
60
$869K 0.45%
6,550
-350
61
$863K 0.45%
913
+2
62
$850K 0.44%
10,775
63
$837K 0.43%
13,200
-150
64
$831K 0.43%
3,592
+669
65
$831K 0.43%
9,950
66
$827K 0.43%
19,658
-370
67
$809K 0.42%
11,843
+40
68
$809K 0.42%
3,120
+272
69
$789K 0.41%
4,710
+1,946
70
$775K 0.4%
6,516
+449
71
$771K 0.4%
7,811
-662
72
$766K 0.4%
2,865
73
$744K 0.39%
+1,939
74
$738K 0.38%
1,200
75
$738K 0.38%
2,748
-50
1 2
3
4 5