AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
+1.86%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+1.3%)
Cap. Flow
+$47.7K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
29.3%
Holding
120
New
3
Increased
31
Reduced
49
Closed
4
Top Buys
| 1 |
American International
AIG
|
$524K |
| 2 |
Lazard
LAZ
|
$480K |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$404K |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$346K |
| 5 |
Zimmer Biomet
ZBH
|
$231K |
Top Sells
| 1 |
General Motors
GM
|
$977K |
| 2 |
Alcon
ALC
|
$336K |
| 3 |
GTHX
G1 Therapeutics, Inc. Common Stock
GTHX
|
$262K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$154K |
| 5 |
Exxon Mobil
XOM
|
$141K |
Sector Composition
| 1 | Technology | 18.55% |
| 2 | Financials | 13.78% |
| 3 | Healthcare | 11.17% |
| 4 | Industrials | 9.84% |
| 5 | Consumer Discretionary | 8.39% |
