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
$193M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$435K
3
+$389K
4
GS icon
Goldman Sachs
GS
+$327K
5
AVGO icon
Broadcom
AVGO
+$326K

Top Sells

1
+$598K
2
+$244K
3
+$205K
4
AAPL icon
Apple
AAPL
+$199K
5
LYB icon
LyondellBasell Industries
LYB
+$137K

Sector Composition

1 Technology 25.21%
2 Financials 13.12%
3 Healthcare 8.51%
4 Industrials 7.47%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$715K 0.37%
17,531
+5
77
$704K 0.37%
1,321
78
$701K 0.36%
4,774
79
$699K 0.36%
23,742
+37
80
$698K 0.36%
5,100
81
$693K 0.36%
1,239
82
$680K 0.35%
24,039
-1,492
83
$679K 0.35%
3,920
+950
84
$674K 0.35%
4,218
+167
85
$669K 0.35%
505
86
$658K 0.34%
14,512
87
$633K 0.33%
12,461
-26
88
$630K 0.33%
6,000
-42
89
$619K 0.32%
1,321
+250
90
$608K 0.32%
23,990
-1,822
91
$608K 0.32%
3,262
+1
92
$601K 0.31%
5,850
+35
93
$583K 0.3%
3,416
-325
94
$576K 0.3%
9,441
95
$554K 0.29%
1,877
96
$524K 0.27%
74,506
+5
97
$479K 0.25%
1,885
+590
98
$471K 0.24%
5,244
+17
99
$458K 0.24%
5,812
-561
100
$456K 0.24%
10,910
-4,906
2 3
4
5 6