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
$134M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$519K
3
+$311K
4
CTAS icon
Cintas
CTAS
+$279K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$185K

Top Sells

1
+$1.08M
2
+$358K
3
+$300K
4
MSFT icon
Microsoft
MSFT
+$257K
5
CVS icon
CVS Health
CVS
+$239K

Sector Composition

1 Technology 18.88%
2 Financials 14.38%
3 Healthcare 12.92%
4 Industrials 12.1%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.32%
6,296
-100
77
$410K 0.31%
9,545
-700
78
$396K 0.29%
5,844
79
$385K 0.29%
2,881
+200
80
$384K 0.29%
3,845
-100
81
$383K 0.29%
1,200
82
$379K 0.28%
7,352
+2
83
$361K 0.27%
5,930
84
$360K 0.27%
9,600
85
$357K 0.27%
8,070
-1,356
86
$346K 0.26%
4,821
+100
87
$335K 0.25%
3,375
88
$324K 0.24%
6,250
-300
89
$301K 0.22%
14,201
90
$287K 0.21%
2,245
-52
91
$285K 0.21%
15,682
92
$284K 0.21%
2,840
93
$284K 0.21%
5,000
94
$279K 0.21%
+5,640
95
$279K 0.21%
9,700
+400
96
$275K 0.2%
2,350
+100
97
$262K 0.2%
3,729
-5,100
98
$253K 0.19%
14,805
99
$251K 0.19%
20,000
-1,000
100
$247K 0.18%
850
-50
1 2 3
4
5