AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$461K
3
+$268K
4
GIS icon
General Mills
GIS
+$261K
5
APO icon
Apollo Global Management
APO
+$234K

Top Sells

1
+$402K
2
+$360K
3
+$229K
4
AAPL icon
Apple
AAPL
+$125K
5
JNJ icon
Johnson & Johnson
JNJ
+$52.4K

Sector Composition

1 Technology 19.09%
2 Financials 13.2%
3 Healthcare 13.12%
4 Industrials 11.25%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.16%
12,305
102
$195K 0.15%
10,322
103
$194K 0.15%
3,906
-156
104
$48K 0.04%
200
105
$16K 0.01%
34,312
1 2 3 4
5