AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$667K
3
+$434K
4
AAPL icon
Apple
AAPL
+$365K
5
NTRA icon
Natera
NTRA
+$330K

Top Sells

1
+$715K
2
+$420K
3
+$287K
4
ASPN icon
Aspen Aerogels
ASPN
+$193K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 27.46%
2 Financials 13.07%
3 Healthcare 7.49%
4 Industrials 7.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$824K 0.38%
3,212
+347
77
$816K 0.38%
12,725
-475
78
$813K 0.38%
5,918
+1,700
79
$775K 0.36%
19,727
+69
80
$770K 0.36%
1,396
+75
81
$768K 0.35%
23,542
-200
82
$724K 0.33%
5,100
83
$716K 0.33%
3,416
84
$713K 0.33%
1,885
85
$712K 0.33%
4,674
-100
86
$710K 0.33%
12,461
87
$703K 0.32%
+12,932
88
$702K 0.32%
6,516
89
$696K 0.32%
24,046
+7
90
$642K 0.3%
1,321
91
$636K 0.29%
3,262
92
$628K 0.29%
14,512
93
$584K 0.27%
1,200
94
$559K 0.26%
23,067
-923
95
$533K 0.25%
1,515
96
$530K 0.24%
5,903
-97
97
$515K 0.24%
1,827
-50
98
$510K 0.24%
74,511
+5
99
$502K 0.23%
2,440
100
$457K 0.21%
5,244
2 3
4
5 6