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
$137M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$805K
3
+$625K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$457K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$449K

Top Sells

1
+$366K
2
+$215K
3
+$171K
4
GM icon
General Motors
GM
+$139K
5
CVS icon
CVS Health
CVS
+$138K

Sector Composition

1 Technology 18.53%
2 Financials 12.94%
3 Healthcare 12.11%
4 Industrials 10.09%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$443K 0.32%
+9,025
77
$434K 0.31%
6,596
-250
78
$433K 0.31%
1,200
79
$428K 0.31%
2,906
+50
80
$427K 0.31%
+2,716
81
$422K 0.31%
32,550
-2,650
82
$402K 0.29%
5,844
83
$401K 0.29%
2,641
+841
84
$378K 0.27%
3,795
85
$377K 0.27%
4,500
86
$352K 0.26%
10,374
+774
87
$350K 0.25%
3,375
88
$346K 0.25%
5,930
89
$345K 0.25%
3,640
+840
90
$339K 0.25%
13,381
+180
91
$336K 0.24%
+5,427
92
$314K 0.23%
4,490
-100
93
$306K 0.22%
+1,762
94
$300K 0.22%
+3,838
95
$300K 0.22%
5,470
-700
96
$289K 0.21%
15,682
97
$288K 0.21%
3,729
98
$287K 0.21%
4,840
-800
99
$285K 0.21%
8,300
100
$284K 0.21%
970
+20
1 2 3
4
5