AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
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
+$594K
2
+$371K
3
+$310K
4
CRM icon
Salesforce
CRM
+$227K
5
FSK icon
FS KKR Capital
FSK
+$196K

Top Sells

1
+$1.07M
2
+$460K
3
+$433K
4
GIS icon
General Mills
GIS
+$410K
5
GE icon
GE Aerospace
GE
+$368K

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
– –
-20,000
102
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-9,545
103
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-9,380
104
– –
-6,250
105
– –
-10,750
106
– –
-14,100
107
– –
-850
108
– –
-8,070
109
– –
-2,245
110
– –
-5,295
111
– –
-8,800
112
– –
-14,150
113
– –
-5,062
1 2 3 4
5