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
$156M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$220K
3
+$93.5K
4
BMY icon
Bristol-Myers Squibb
BMY
+$67.1K
5
AAPL icon
Apple
AAPL
+$66.3K

Top Sells

1
+$615K
2
+$601K
3
+$338K
4
MSFT icon
Microsoft
MSFT
+$172K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$122K

Sector Composition

1 Technology 25.71%
2 Financials 10.9%
3 Healthcare 10.85%
4 Industrials 8.57%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$553K 0.35%
2,618
-150
77
$549K 0.35%
5,975
+50
78
$518K 0.33%
87,976
-997
79
$504K 0.32%
3,920
-193
80
$461K 0.3%
389
-28
81
$438K 0.28%
989
82
$433K 0.28%
1,271
+176
83
$408K 0.26%
6,318
-535
84
$403K 0.26%
1,091
-6
85
$399K 0.26%
5,200
86
$372K 0.24%
691
-23
87
$362K 0.23%
3,659
88
$361K 0.23%
7,350
89
$360K 0.23%
2,075
90
$345K 0.22%
16,900
-525
91
$340K 0.22%
5,310
+1,050
92
$339K 0.22%
1,294
-95
93
$332K 0.21%
2,527
-206
94
$314K 0.2%
3,433
-398
95
$304K 0.2%
884
-89
96
$298K 0.19%
677
-17
97
$294K 0.19%
1,067
98
$288K 0.18%
2,525
-58
99
$272K 0.17%
4,410
-1,000
100
$271K 0.17%
4,450
-450
1 2 3
4
5