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
$146M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$272K
3
+$249K
4
KO icon
Coca-Cola
KO
+$245K
5
SHOP icon
Shopify
SHOP
+$238K

Top Sells

1
+$615K
2
+$582K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$527K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 19.59%
2 Healthcare 13.14%
3 Financials 12.13%
4 Industrials 9.17%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$512K 0.35%
88,970
-3,997
77
$494K 0.34%
10,426
+5
78
$466K 0.32%
4,113
+25
79
$431K 0.29%
509
+4
80
$422K 0.29%
540
-75
81
$417K 0.29%
18,225
82
$416K 0.28%
9,220
-175
83
$393K 0.27%
7,350
84
$378K 0.26%
989
-123
85
$370K 0.25%
2,075
-450
86
$367K 0.25%
2,768
-4,076
87
$363K 0.25%
3,660
88
$347K 0.24%
3,831
-949
89
$340K 0.23%
6,135
-6,100
90
$338K 0.23%
1,095
91
$332K 0.23%
5,200
92
$314K 0.21%
+1,746
93
$310K 0.21%
1,660
-150
94
$307K 0.21%
4,260
+425
95
$297K 0.2%
8,696
96
$295K 0.2%
647
+19
97
$292K 0.2%
1,098
-10
98
$288K 0.2%
1,017
-155
99
$283K 0.19%
2,323
+15
100
$272K 0.19%
+1,985
1 2 3
4
5