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
$140M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$323K
3
+$228K
4
BX icon
Blackstone
BX
+$47.7K
5
NVDA icon
NVIDIA
NVDA
+$32.7K

Top Sells

1
+$1.11M
2
+$817K
3
+$766K
4
MCD icon
McDonald's
MCD
+$631K
5
AAPL icon
Apple
AAPL
+$571K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.24%
3 Financials 11.48%
4 Industrials 7.79%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$524K 0.37%
1,200
77
$508K 0.36%
92,967
78
$464K 0.33%
10,421
79
$463K 0.33%
6,150
+200
80
$446K 0.32%
11,100
81
$429K 0.31%
4,780
-9,107
82
$429K 0.31%
2,525
-3,200
83
$418K 0.3%
505
84
$416K 0.3%
9,395
+7
85
$397K 0.28%
1,112
+75
86
$382K 0.27%
18,225
87
$364K 0.26%
615
-135
88
$338K 0.24%
1,810
89
$329K 0.23%
4,088
90
$308K 0.22%
3,660
-100
91
$301K 0.21%
2,308
-161
92
$296K 0.21%
628
+11
93
$296K 0.21%
1,108
-33
94
$292K 0.21%
1,095
95
$290K 0.21%
19,300
96
$273K 0.19%
3,835
+150
97
$271K 0.19%
1,172
98
$264K 0.19%
7,350
99
$254K 0.18%
8,696
+4
100
$251K 0.18%
5,000
-100
1 2 3
4
5