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
$125M
AUM Growth
+$980K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$657K
3
+$270K
4
AMZN icon
Amazon
AMZN
+$241K
5
BP icon
BP
BP
+$202K

Top Sells

1
+$1.21M
2
+$554K
3
+$326K
4
DCP
DCP Midstream, LP
DCP
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$201K

Sector Composition

1 Technology 18.46%
2 Financials 15.65%
3 Healthcare 12.36%
4 Industrials 10.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.16%
13,250
+1,000
102
$202K 0.16%
+4,701
103
$131K 0.1%
10,750
104
$119K 0.09%
+9,077
105
$66K 0.05%
14,100
106
$42K 0.03%
+200
107
$16K 0.01%
34,312
108
– –
-1,600
109
– –
-10,825
110
– –
-5,942
1 2 3 4
5