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
$143M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$339K
3
+$253K
4
APO icon
Apollo Global Management
APO
+$250K
5
C icon
Citigroup
C
+$229K

Top Sells

1
+$285K
2
+$280K
3
+$171K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$130K
5
IBM icon
IBM
IBM
+$127K

Sector Composition

1 Technology 22.28%
2 Healthcare 13.8%
3 Financials 10.7%
4 Consumer Discretionary 8.85%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.16%
+5,100
102
$215K 0.15%
+2,260
103
$211K 0.15%
+214
104
$204K 0.14%
22,875
-1,375
105
$203K 0.14%
+8,350
106
$201K 0.14%
1,125
107
$201K 0.14%
+1,730
108
$159K 0.11%
11,379
109
$151K 0.1%
4,434
-1,439
110
$142K 0.1%
12,305
111
$127K 0.09%
13,031
112
$108K 0.07%
10,800
113
$91K 0.06%
300
114
$90K 0.06%
10,166
115
$54K 0.04%
328
116
$17K 0.01%
34,312
117
$4K ﹤0.01%
575
118
– –
-8,263
1 2 3 4
5