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
$124M
AUM Growth
-$559K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$315K
3
+$217K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$213K
5
EPD icon
Enterprise Products Partners
EPD
+$213K

Top Sells

1
+$429K
2
+$116K
3
+$114K
4
CVS icon
CVS Health
CVS
+$60.2K
5
PG icon
Procter & Gamble
PG
+$54.8K

Sector Composition

1 Technology 17.78%
2 Financials 16.39%
3 Healthcare 12.44%
4 Industrials 10.77%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.16%
+1,600
102
$148K 0.12%
10,322
103
$132K 0.11%
10,750
104
$45K 0.04%
14,100
105
$9K 0.01%
34,312
106
– –
-200
1 2 3 4
5