AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
+3.51%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+7.3%)
Cap. Flow
+$6.38M
Cap. Flow
% of AUM
4.65%
Top 10 Holdings %
Top 10 Hldgs %
29.05%
Holding
118
New
13
Increased
33
Reduced
48
Closed
1
Top Buys
| 1 |
Home Depot
HD
|
$881K |
| 2 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$805K |
| 3 |
Walt Disney
DIS
|
$625K |
| 4 |
iShares Core High Dividend ETF
HDV
|
$457K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$449K |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$215K |
| 2 |
Boeing
BA
|
$171K |
| 3 |
General Motors
GM
|
$139K |
| 4 |
CVS Health
CVS
|
$138K |
| 5 |
Microsoft
MSFT
|
$122K |
Sector Composition
| 1 | Technology | 18.53% |
| 2 | Financials | 12.94% |
| 3 | Healthcare | 12.11% |
| 4 | Industrials | 10.09% |
| 5 | Consumer Discretionary | 8.7% |
