AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$461K
3
+$268K
4
GIS icon
General Mills
GIS
+$261K
5
APO icon
Apollo Global Management
APO
+$234K

Top Sells

1
+$402K
2
+$360K
3
+$229K
4
AAPL icon
Apple
AAPL
+$125K
5
JNJ icon
Johnson & Johnson
JNJ
+$52.4K

Sector Composition

1 Technology 19.09%
2 Financials 13.2%
3 Healthcare 13.12%
4 Industrials 11.25%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.31%
7,355
+2
77
$391K 0.3%
87,000
78
$389K 0.3%
9,600
79
$384K 0.3%
1,200
80
$378K 0.29%
3,375
81
$373K 0.29%
3,795
-100
82
$335K 0.26%
4,500
83
$331K 0.26%
6,170
-100
84
$322K 0.25%
5,930
85
$286K 0.22%
4,590
-150
86
$286K 0.22%
3,729
87
$286K 0.22%
15,682
88
$285K 0.22%
1,800
+150
89
$285K 0.22%
5,640
90
$279K 0.22%
13,201
91
$268K 0.21%
9,200
92
$268K 0.21%
+950
93
$261K 0.2%
+5,045
94
$257K 0.2%
1,600
95
$249K 0.19%
2,800
-140
96
$234K 0.18%
+8,300
97
$226K 0.18%
1,125
98
$219K 0.17%
+5,100
99
$215K 0.17%
+1,730
100
$202K 0.16%
8,359
+500
1 2 3
4
5