AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
+4.86%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+3.8%)
Cap. Flow
+$389K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
40%
Holding
135
New
2
Increased
38
Reduced
50
Closed
3
Top Buys
| 1 |
Iron Mountain
IRM
|
$258K |
| 2 |
TSMC
TSM
|
$216K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$165K |
| 4 |
Bristol-Myers Squibb
BMY
|
$160K |
| 5 |
Mercado Libre
MELI
|
$93.4K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$208K |
| 2 |
GTHX
G1 Therapeutics, Inc. Common Stock
GTHX
|
$208K |
| 3 |
Carrier Global
CARR
|
$202K |
| 4 |
Moderna
MRNA
|
$173K |
| 5 |
Merck
MRK
|
$116K |
Sector Composition
| 1 | Healthcare | 23.87% |
| 2 | Technology | 18.57% |
| 3 | Financials | 10.75% |
| 4 | Consumer Discretionary | 7.21% |
| 5 | Industrials | 6.63% |
