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
$134M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$519K
3
+$311K
4
CTAS icon
Cintas
CTAS
+$279K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$185K

Top Sells

1
+$1.08M
2
+$358K
3
+$300K
4
MSFT icon
Microsoft
MSFT
+$257K
5
CVS icon
CVS Health
CVS
+$239K

Sector Composition

1 Technology 18.88%
2 Financials 14.38%
3 Healthcare 12.92%
4 Industrials 12.1%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.18%
1,125
102
$241K 0.18%
1,600
103
$223K 0.17%
5,062
+361
104
$216K 0.16%
14,150
+900
105
$201K 0.15%
10,322
106
$130K 0.1%
10,750
107
$104K 0.08%
9,380
+303
108
$49K 0.04%
14,100
109
$47K 0.04%
200
110
$29K 0.02%
34,312
1 2 3 4
5