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
$165M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$216K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$63.7K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$63.7K

Top Sells

1
+$939K
2
+$324K
3
+$295K
4
PEN icon
Penumbra
PEN
+$268K
5
DKNG icon
DraftKings
DKNG
+$254K

Sector Composition

1 Technology 20.77%
2 Healthcare 13.06%
3 Financials 11.32%
4 Industrials 8.08%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$575K 0.35%
92,967
77
$563K 0.34%
1,200
78
$528K 0.32%
6,168
79
$525K 0.32%
5,683
-26
80
$523K 0.32%
5,600
81
$520K 0.31%
+5,950
82
$499K 0.3%
10,421
-143
83
$481K 0.29%
8,900
84
$481K 0.29%
2,420
85
$468K 0.28%
11,100
86
$449K 0.27%
3,375
87
$431K 0.26%
7,995
+255
88
$418K 0.25%
18,225
89
$412K 0.25%
9,388
-24
90
$403K 0.24%
5,767
91
$391K 0.24%
1,037
+80
92
$372K 0.22%
750
93
$356K 0.22%
2,469
-3
94
$324K 0.2%
5,844
95
$322K 0.19%
505
+7
96
$321K 0.19%
1,172
+27
97
$320K 0.19%
1,141
+12
98
$318K 0.19%
19,300
99
$311K 0.19%
1,810
100
$305K 0.18%
4,088
+396
2 3
4
5 6