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
$181M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$450K
3
+$222K
4
SYK icon
Stryker
SYK
+$217K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Top Sells

1
+$1.01M
2
+$478K
3
+$174K
4
PFE icon
Pfizer
PFE
+$160K
5
BA icon
Boeing
BA
+$140K

Sector Composition

1 Technology 25.17%
2 Financials 11.85%
3 Healthcare 9.78%
4 Industrials 8.12%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$624K 0.34%
3,456
-8
77
$619K 0.34%
3,124
+212
78
$614K 0.34%
1,174
+100
79
$613K 0.34%
34,816
+6,712
80
$612K 0.34%
7,932
+502
81
$611K 0.34%
14,562
82
$609K 0.34%
10,020
-70
83
$601K 0.33%
14,000
+260
84
$573K 0.32%
5,100
85
$572K 0.32%
6,963
-250
86
$564K 0.31%
771
-1
87
$559K 0.31%
1,744
-543
88
$545K 0.3%
1,296
-25
89
$537K 0.3%
3,917
-70
90
$526K 0.29%
76,489
+4
91
$523K 0.29%
9,650
+2,165
92
$520K 0.29%
5,863
-998
93
$499K 0.28%
2,238
+156
94
$488K 0.27%
27,704
+3
95
$486K 0.27%
2,535
+300
96
$476K 0.26%
1,071
97
$473K 0.26%
+5,427
98
$455K 0.25%
1,877
-9
99
$450K 0.25%
+2,789
100
$445K 0.25%
2,532
+1,069
1 2 3
4
5