AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$341K
3
+$331K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$306K
5
MRNA icon
Moderna
MRNA
+$289K

Top Sells

1
+$619K
2
+$366K
3
+$246K
4
AAPL icon
Apple
AAPL
+$233K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187K

Sector Composition

1 Technology 21.01%
2 Healthcare 13.43%
3 Financials 11.16%
4 Consumer Discretionary 8.48%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$519K 0.3%
8,017
77
$511K 0.3%
8,900
78
$502K 0.29%
3,261
79
$499K 0.29%
+22,300
80
$466K 0.27%
22,125
81
$450K 0.26%
97,717
-21,700
82
$450K 0.26%
7,863
-831
83
$438K 0.25%
10,949
-2,750
84
$423K 0.25%
1,132
+25
85
$401K 0.23%
3,750
-250
86
$388K 0.23%
1,270
-40
87
$376K 0.22%
1,197
88
$370K 0.21%
2,322
89
$355K 0.21%
4,861
-500
90
$353K 0.21%
+3,816
91
$349K 0.2%
8,351
+313
92
$339K 0.2%
3,375
93
$320K 0.19%
16,682
94
$298K 0.17%
+2,857
95
$290K 0.17%
+173
96
$282K 0.16%
5,100
97
$280K 0.16%
3,729
98
$280K 0.16%
6,792
-1,419
99
$279K 0.16%
1,158
-5
100
$278K 0.16%
1,559
2 3
4
5 6