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AFM

Abbot Financial Management Portfolio holdings

AUM $235M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$582K
3
+$485K
4
MRK icon
Merck
MRK
+$232K
5
GLD icon
SPDR Gold Trust
GLD
+$209K

Top Sells

1
+$813K
2
+$430K
3
+$243K
4
BG icon
Bunge Global
BG
+$216K
5
ADBE icon
Adobe
ADBE
+$210K

Sector Composition

1 Technology 28.35%
2 Financials 13.02%
3 Healthcare 7.43%
4 Industrials 6.96%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.53%
8,865
-50
52
$1.22M 0.52%
15,542
-344
53
$1.18M 0.51%
10,210
54
$1.18M 0.5%
11,552
+634
55
$1.17M 0.5%
500
+14
56
$1.15M 0.49%
5,600
57
$1.13M 0.48%
7,254
+462
58
$1.11M 0.48%
5,970
-303
59
$1.1M 0.47%
23,715
+3,734
60
$1.08M 0.46%
4,590
-525
61
$1.07M 0.46%
5,666
+153
62
$1.01M 0.43%
22,648
-800
63
$998K 0.43%
8,026
-225
64
$940K 0.4%
21,550
65
$939K 0.4%
3,997
+94
66
$910K 0.39%
1,366
-23
67
$879K 0.38%
6,563
68
$869K 0.37%
12,907
-220
69
$868K 0.37%
12,425
-300
70
$865K 0.37%
7,557
-123
71
$856K 0.37%
20,494
+767
72
$853K 0.36%
5,298
+103
73
$850K 0.36%
1,157
74
$845K 0.36%
9,950
75
$824K 0.35%
1,373
-23
1 2
3
4 5