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
$199M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$329K
3
+$293K
4
AMZN icon
Amazon
AMZN
+$265K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$239K

Top Sells

1
+$240K
2
+$201K
3
+$134K
4
INTC icon
Intel
INTC
+$121K
5
DIS icon
Walt Disney
DIS
+$115K

Sector Composition

1 Technology 25.84%
2 Financials 11.83%
3 Healthcare 8.65%
4 Industrials 7.83%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$721K 0.36%
1,200
77
$711K 0.36%
1,239
+50
78
$700K 0.35%
13,261
-300
79
$693K 0.35%
14,825
+1,222
80
$684K 0.34%
3,970
+659
81
$677K 0.34%
7,055
+300
82
$673K 0.34%
4,425
-250
83
$668K 0.34%
15,913
+404
84
$656K 0.33%
4,802
85
$655K 0.33%
10,754
-1,499
86
$652K 0.33%
2,325
+283
87
$652K 0.33%
14,512
88
$637K 0.32%
5,100
89
$636K 0.32%
6,040
-498
90
$619K 0.31%
3,085
+225
91
$608K 0.31%
1,321
92
$579K 0.29%
26,322
+10
93
$570K 0.29%
3,917
94
$559K 0.28%
1,877
95
$540K 0.27%
6,602
-361
96
$529K 0.27%
2,722
+180
97
$526K 0.26%
2,922
-15
98
$523K 0.26%
1,071
99
$521K 0.26%
74,497
+5
100
$498K 0.25%
5,527
2 3
4
5 6