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AFM

Abbot Financial Management Portfolio holdings

AUM $235M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$582K
3
+$485K
4
MRK icon
Merck
MRK
+$232K
5
GLD icon
SPDR Gold Trust
GLD
+$209K

Top Sells

1
+$813K
2
+$430K
3
+$243K
4
BG icon
Bunge Global
BG
+$216K
5
ADBE icon
Adobe
ADBE
+$210K

Sector Composition

1 Technology 28.35%
2 Financials 13.02%
3 Healthcare 7.43%
4 Industrials 6.96%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$824K 0.35%
3,254
+42
77
$809K 0.35%
22,792
-750
78
$806K 0.34%
14,020
+1,088
79
$803K 0.34%
1,805
-1,239
80
$781K 0.33%
3,294
+171
81
$775K 0.33%
1,870
-15
82
$735K 0.31%
6,516
83
$725K 0.31%
4,674
84
$721K 0.31%
3,341
-75
85
$703K 0.3%
11,725
-736
86
$693K 0.3%
+18,531
87
$681K 0.29%
3,262
88
$680K 0.29%
5,100
89
$665K 0.28%
23,550
-496
90
$664K 0.28%
1,321
91
$636K 0.27%
14,462
-50
92
$630K 0.27%
1,787
-585
93
$581K 0.25%
+832
94
$551K 0.24%
5,825
-78
95
$537K 0.23%
1,200
96
$535K 0.23%
21,010
-2,057
97
$497K 0.21%
3,444
-20
98
$497K 0.21%
624
-4
99
$495K 0.21%
1,814
-13
100
$492K 0.21%
73,317
-1,194
2 3
4
5 6