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
$113M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$343K
3
+$279K
4
CRM icon
Salesforce
CRM
+$226K
5
FSK icon
FS KKR Capital
FSK
+$163K

Top Sells

1
+$1.07M
2
+$460K
3
+$410K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$409K
5
WDC icon
Western Digital
WDC
+$357K

Sector Composition

1 Technology 18.43%
2 Healthcare 14.15%
3 Financials 13.72%
4 Industrials 11.25%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-9,380
104
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-6,250
105
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106
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-8,070
107
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-5,062
108
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-2,245
109
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-8,800
110
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-14,150
111
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-5,295
112
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-14,100
113
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-850
1 2 3 4
5