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
$187M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$668K
3
+$515K
4
AMZN icon
Amazon
AMZN
+$320K
5
SHOP icon
Shopify
SHOP
+$229K

Top Sells

1
+$934K
2
+$794K
3
+$509K
4
GLW icon
Corning
GLW
+$390K
5
MSFT icon
Microsoft
MSFT
+$343K

Sector Composition

1 Technology 26.88%
2 Financials 11.49%
3 Healthcare 8.81%
4 Industrials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$668K 0.36%
+19,700
77
$668K 0.36%
786
+15
78
$663K 0.36%
3,311
+187
79
$651K 0.35%
1,200
80
$647K 0.35%
1,189
+15
81
$646K 0.35%
6,755
+33
82
$646K 0.35%
3,980
+524
83
$611K 0.33%
13,603
-11,318
84
$609K 0.33%
2,368
85
$602K 0.32%
5,100
86
$601K 0.32%
25,216
-9,600
87
$598K 0.32%
14,512
-50
88
$565K 0.3%
2,853
+321
89
$562K 0.3%
74,492
-1,997
90
$538K 0.29%
3,917
91
$537K 0.29%
1,321
+25
92
$522K 0.28%
6,963
93
$522K 0.28%
2,860
+325
94
$515K 0.28%
+3,609
95
$513K 0.28%
2,937
+148
96
$513K 0.27%
1,071
97
$503K 0.27%
26,312
-1,392
98
$491K 0.26%
4,802
-1,061
99
$484K 0.26%
1,877
100
$457K 0.25%
2,542
+304
2 3
4
5 6