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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
$235M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$631K
3
+$452K
4
NFLX icon
Netflix
NFLX
+$450K
5
MSFT icon
Microsoft
MSFT
+$364K

Top Sells

1
+$983K
2
+$718K
3
+$652K
4
PFE icon
Pfizer
PFE
+$484K
5
NOW icon
ServiceNow
NOW
+$341K

Sector Composition

1 Technology 25.88%
2 Financials 12.36%
3 Industrials 8.06%
4 Healthcare 7.25%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTMA
76
Franklin Massachusetts Municipal Income ETF
FTMA
$292M
$918K 0.39%
102,442
GGG icon
77
Graco
GGG
$12.6B
$842K 0.36%
9,950
CRWD icon
78
CrowdStrike
CRWD
$164B
$842K 0.36%
2,156
+63
VEA icon
79
Vanguard FTSE Developed Markets ETF
VEA
$225B
$834K 0.35%
13,011
+1,100
SPY icon
80
State Street SPDR S&P 500 ETF Trust
SPY
$769B
$816K 0.35%
1,255
-80
KMB icon
81
Kimberly-Clark
KMB
$33.4B
$772K 0.33%
8,000
+32
QQQ icon
82
Invesco QQQ Trust
QQQ
$470B
$757K 0.32%
1,311
-25
VZ icon
83
Verizon
VZ
$191B
$726K 0.31%
14,462
TPL icon
84
Texas Pacific Land
TPL
$26.4B
$719K 0.31%
1,515
COP icon
85
ConocoPhillips
COP
$142B
$715K 0.3%
5,416
-97
VBR icon
86
Vanguard Small-Cap Value ETF
VBR
$36B
$709K 0.3%
3,264
+1
AEVA
87
Aeva Technologies
AEVA
$1.5B
$696K 0.3%
52,850
+250
MMM icon
88
3M
MMM
$81.6B
$679K 0.29%
4,674
T icon
89
AT&T
T
$158B
$677K 0.29%
23,366
+8
ABT icon
90
Abbott
ABT
$159B
$674K 0.29%
6,563
CAT icon
91
Caterpillar
CAT
$421B
$673K 0.29%
950
TSLA icon
92
Tesla
TSLA
$1.49T
$659K 0.28%
1,774
SCHD icon
93
Schwab US Dividend Equity ETF
SCHD
$95.3B
$638K 0.27%
+20,800
BA icon
94
Boeing
BA
$169B
$635K 0.27%
3,191
-150
BRK.B icon
95
Berkshire Hathaway Class B
BRK.B
$1.05T
$621K 0.26%
1,296
CRM icon
96
Salesforce
CRM
$144B
$620K 0.26%
3,319
IBB icon
97
iShares Biotechnology ETF
IBB
$7.83B
$577K 0.25%
3,419
APO icon
98
Apollo Global Management
APO
$76.5B
$568K 0.24%
5,100
BMY icon
99
Bristol-Myers Squibb
BMY
$115B
$534K 0.23%
8,810
+300
VTI icon
100
Vanguard Total Stock Market ETF
VTI
$645B
$529K 0.22%
1,648
2 3
4
5 6