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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.58M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.13M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.08%
2 Technology 16.04%
3 Healthcare 13.44%
4 Industrials 11.58%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.35%
+3,991
77
$370K 0.33%
+2,625
78
$368K 0.33%
+7,345
79
$361K 0.32%
+2,600
80
$350K 0.31%
+3,799
81
$319K 0.29%
+16,682
82
$313K 0.28%
+3,375
83
$305K 0.27%
+5,844
84
$302K 0.27%
+4,521
85
$299K 0.27%
+5,930
86
$279K 0.25%
+15,805
87
$245K 0.22%
+1,200
88
$240K 0.22%
+7,229
89
$214K 0.19%
+9,600
90
$214K 0.19%
+9,826
91
$213K 0.19%
+1,600
92
$200K 0.18%
+5,913
93
$168K 0.15%
+12,350
94
$142K 0.13%
+11,856
95
$129K 0.12%
+19,600
96
$13K 0.01%
+34,312
1 2 3
4