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
$166M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$537K
2
+$319K
3
+$218K
4
DXCM icon
DexCom
DXCM
+$194K
5
PEP icon
PepsiCo
PEP
+$183K

Top Sells

1
+$699K
2
+$283K
3
+$250K
4
AAPL icon
Apple
AAPL
+$227K
5
T icon
AT&T
T
+$139K

Sector Composition

1 Technology 25.51%
2 Financials 11.83%
3 Healthcare 9.6%
4 Industrials 8.24%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$623K 0.37%
2,368
77
$584K 0.35%
2,287
+168
78
$579K 0.35%
7,430
+712
79
$549K 0.33%
14,562
-413
80
$548K 0.33%
7,213
81
$542K 0.33%
3,987
-184
82
$537K 0.32%
+13,740
83
$529K 0.32%
76,485
-1,494
84
$524K 0.32%
2,082
+546
85
$516K 0.31%
1,886
-44
86
$511K 0.31%
3,464
+242
87
$510K 0.31%
1,074
+45
88
$510K 0.31%
772
+48
89
$491K 0.3%
1,009
90
$475K 0.29%
5,100
-100
91
$471K 0.28%
1,321
92
$465K 0.28%
27,701
-8,306
93
$452K 0.27%
2,912
+191
94
$443K 0.27%
28,104
95
$439K 0.26%
1,071
96
$402K 0.24%
2,235
+230
97
$384K 0.23%
7,485
+350
98
$364K 0.22%
1,463
99
$351K 0.21%
3,659
100
$320K 0.19%
1,057
-115
1 2 3
4
5