AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$216K
3
+$165K
4
BMY icon
Bristol-Myers Squibb
BMY
+$160K
5
MELI icon
Mercado Libre
MELI
+$93.4K

Top Sells

1
+$208K
2
+$208K
3
+$202K
4
MRNA icon
Moderna
MRNA
+$173K
5
MRK icon
Merck
MRK
+$116K

Sector Composition

1 Healthcare 23.87%
2 Technology 18.57%
3 Financials 10.75%
4 Consumer Discretionary 7.21%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$629K 0.27%
2,420
-80
77
$615K 0.27%
6,440
-800
78
$604K 0.26%
9,774
79
$569K 0.25%
1,200
80
$559K 0.24%
3,515
+253
81
$552K 0.24%
8,900
82
$539K 0.24%
22,300
83
$521K 0.23%
20,925
-1,200
84
$520K 0.23%
8,215
+7
85
$513K 0.22%
10,600
-500
86
$485K 0.21%
1,132
87
$477K 0.21%
2,445
-100
88
$474K 0.21%
4,440
+288
89
$468K 0.2%
6,017
90
$446K 0.2%
7,067
-25
91
$442K 0.19%
3,951
92
$429K 0.19%
8,363
+5
93
$427K 0.19%
3,375
94
$425K 0.19%
761
+50
95
$425K 0.19%
2,910
+530
96
$418K 0.18%
3,028
+105
97
$403K 0.18%
259
+60
98
$403K 0.18%
1,138
-60
99
$390K 0.17%
5,835
+2,400
100
$371K 0.16%
1,270
2 3
4
5 6