AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$667K
3
+$434K
4
AAPL icon
Apple
AAPL
+$365K
5
NTRA icon
Natera
NTRA
+$330K

Top Sells

1
+$715K
2
+$420K
3
+$287K
4
ASPN icon
Aspen Aerogels
ASPN
+$193K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 27.46%
2 Financials 13.07%
3 Healthcare 7.49%
4 Industrials 7.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.56%
1,216
+303
52
$1.2M 0.55%
8,915
-35
53
$1.16M 0.54%
5,115
-437
54
$1.15M 0.53%
13,127
+1,284
55
$1.12M 0.52%
3,881
+587
56
$1.12M 0.52%
10,918
57
$1.11M 0.51%
6,273
+450
58
$1.09M 0.5%
7,695
+1,845
59
$1.09M 0.5%
10,210
60
$1.06M 0.49%
8,251
61
$1.03M 0.47%
23,448
-70
62
$1M 0.46%
5,513
+1,593
63
$973K 0.45%
6,792
-29
64
$967K 0.45%
3,044
-76
65
$952K 0.44%
7,680
-131
66
$950K 0.44%
3,903
+311
67
$918K 0.42%
2,372
+433
68
$914K 0.42%
19,981
+17
69
$893K 0.41%
6,563
+13
70
$880K 0.41%
21,550
71
$878K 0.4%
5,195
+2,120
72
$858K 0.4%
1,389
+150
73
$855K 0.39%
9,950
74
$854K 0.39%
+1,157
75
$852K 0.39%
3,123
+375
1 2
3
4 5