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
$205M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$914K
3
+$534K
4
IRM icon
Iron Mountain
IRM
+$513K
5
CVS icon
CVS Health
CVS
+$356K

Top Sells

1
+$821K
2
+$510K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$405K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 21.55%
2 Healthcare 14.39%
3 Financials 11.73%
4 Industrials 7.61%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.18%
1,145
-406
102
$345K 0.17%
599
+41
103
$342K 0.17%
3,760
-200
104
$338K 0.17%
5,100
105
$338K 0.17%
750
-90
106
$324K 0.16%
+2,392
107
$322K 0.16%
5,200
108
$319K 0.16%
4,637
-1,692
109
$312K 0.15%
7,550
110
$292K 0.14%
1,051
+36
111
$291K 0.14%
2,789
+1
112
$290K 0.14%
1,682
113
$269K 0.13%
3,685
114
$268K 0.13%
1,207
+74
115
$267K 0.13%
8,692
-6
116
$256K 0.13%
367
117
$254K 0.12%
13,055
-15
118
$249K 0.12%
2,075
119
$244K 0.12%
6,520
+450
120
$244K 0.12%
14,450
121
$241K 0.12%
3,560
+530
122
$240K 0.12%
4,490
123
$237K 0.12%
2,789
124
$235K 0.11%
1,300
125
$226K 0.11%
3,966
-146
2 3 4
5
6