AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
-18.9%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(-23%)
Cap. Flow
-$2.33M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
31.25%
Holding
126
New
3
Increased
34
Reduced
34
Closed
18
Top Buys
| 1 |
Amazon
AMZN
|
$1.16M |
| 2 |
PepsiCo
PEP
|
$1.13M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$876K |
| 4 |
Vanguard Growth ETF
VUG
|
$477K |
| 5 |
Outfront Media
OUT
|
$151K |
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$654K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$457K |
| 3 |
Oneok
OKE
|
$442K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$424K |
| 5 |
iShares Select Dividend ETF
DVY
|
$406K |
Sector Composition
| 1 | Technology | 21.02% |
| 2 | Healthcare | 14.36% |
| 3 | Financials | 11.11% |
| 4 | Consumer Discretionary | 8.37% |
| 5 | Industrials | 7.77% |
