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
$229M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$216K
3
+$165K
4
BMY icon
Bristol-Myers Squibb
BMY
+$160K
5
MELI icon
Mercado Libre
MELI
+$93.4K

Top Sells

1
+$208K
2
+$208K
3
+$202K
4
MRNA icon
Moderna
MRNA
+$173K
5
MRK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$368K 0.16%
1,565
-734
102
$347K 0.15%
17,982
+1,300
103
$336K 0.15%
5,400
104
$325K 0.14%
5,844
105
$322K 0.14%
1,165
+83
106
$321K 0.14%
5,100
107
$318K 0.14%
4,490
108
$315K 0.14%
4,702
109
$315K 0.14%
597
+72
110
$306K 0.13%
4,191
+759
111
$304K 0.13%
1,366
+36
112
$299K 0.13%
1,075
113
$298K 0.13%
2,075
114
$293K 0.13%
3,989
115
$285K 0.12%
1,524
+226
116
$283K 0.12%
1,043
-115
117
$283K 0.12%
815
118
$279K 0.12%
607
+68
119
$274K 0.12%
8,550
120
$270K 0.12%
12,785
+4
121
$260K 0.11%
1,569
122
$258K 0.11%
+6,100
123
$254K 0.11%
1,627
124
$243K 0.11%
3,473
125
$232K 0.1%
4,200
2 3 4
5
6