AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
+19.57%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+19%)
Cap. Flow
+$967K
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
31.76%
Holding
118
New
10
Increased
17
Reduced
50
Closed
1
Top Buys
| 1 |
Pinnacle West Capital
PNW
|
$773K |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$339K |
| 3 |
SPDR S&P Bank ETF
KBE
|
$253K |
| 4 |
Apollo Global Management
APO
|
$250K |
| 5 |
Citigroup
C
|
$229K |
Top Sells
| 1 |
Corning
GLW
|
$285K |
| 2 |
3M
MMM
|
$171K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$130K |
| 4 |
IBM
IBM
|
$127K |
| 5 |
Schlumberger
SLB
|
$120K |
Sector Composition
| 1 | Technology | 22.29% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 10.7% |
| 4 | Consumer Discretionary | 8.85% |
| 5 | Industrials | 6.98% |
