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
$143M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$339K
3
+$253K
4
APO icon
Apollo Global Management
APO
+$250K
5
C icon
Citigroup
C
+$229K

Top Sells

1
+$285K
2
+$280K
3
+$171K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$130K
5
IBM icon
IBM
IBM
+$127K

Sector Composition

1 Technology 22.28%
2 Healthcare 13.8%
3 Financials 10.7%
4 Consumer Discretionary 8.85%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$430K 0.3%
7,959
+3
77
$427K 0.29%
21,450
+1,570
78
$426K 0.29%
22,125
79
$397K 0.27%
10,374
80
$394K 0.27%
8,811
-650
81
$387K 0.27%
3,054
82
$384K 0.26%
2,295
83
$377K 0.26%
8,465
+11
84
$366K 0.25%
19,879
-6,491
85
$351K 0.24%
5,761
-400
86
$341K 0.23%
1,107
87
$339K 0.23%
+4,940
88
$313K 0.22%
1,310
89
$303K 0.21%
3,729
90
$299K 0.21%
16,682
91
$295K 0.2%
1,192
+5
92
$294K 0.2%
4,000
93
$293K 0.2%
3,375
94
$291K 0.2%
4,720
-150
95
$273K 0.19%
2,364
-1,098
96
$261K 0.18%
1,559
97
$253K 0.17%
1,318
-82
98
$253K 0.17%
+8,027
99
$250K 0.17%
+5,000
100
$229K 0.16%
+4,490
1 2 3
4
5