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
$125M
AUM Growth
+$980K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$657K
3
+$270K
4
AMZN icon
Amazon
AMZN
+$241K
5
BP icon
BP
BP
+$202K

Top Sells

1
+$1.21M
2
+$554K
3
+$326K
4
DCP
DCP Midstream, LP
DCP
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$201K

Sector Composition

1 Technology 18.46%
2 Financials 15.65%
3 Healthcare 12.36%
4 Industrials 10.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.32%
3,876
+50
77
$386K 0.31%
1,200
78
$386K 0.31%
3,945
-240
79
$382K 0.3%
8,800
+300
80
$344K 0.27%
6,550
+825
81
$343K 0.27%
5,930
82
$341K 0.27%
2,681
83
$329K 0.26%
9,600
84
$324K 0.26%
7,350
+1
85
$321K 0.26%
4,794
+1,450
86
$319K 0.25%
14,201
87
$316K 0.25%
4,721
88
$310K 0.25%
3,375
89
$296K 0.24%
21,000
90
$289K 0.23%
15,682
91
$268K 0.21%
14,805
92
$257K 0.2%
9,300
+600
93
$249K 0.2%
2,297
+155
94
$246K 0.2%
2,250
+150
95
$244K 0.19%
5,000
96
$244K 0.19%
900
+100
97
$241K 0.19%
+2,840
98
$218K 0.17%
10,322
99
$216K 0.17%
1,600
100
$210K 0.17%
1,125
1 2 3
4
5