AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
-6.3%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-15%)
Cap. Flow
-$8.96M
Cap. Flow
% of AUM
-6.38%
Top 10 Holdings %
Top 10 Hldgs %
31.16%
Holding
125
New
2
Increased
27
Reduced
45
Closed
14
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.42M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.3M |
| 3 |
Palo Alto Networks
PANW
|
$546K |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$323K |
| 5 |
Penumbra
PEN
|
$228K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.11M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$817K |
| 3 |
JPMorgan Chase
JPM
|
$766K |
| 4 |
McDonald's
MCD
|
$631K |
| 5 |
Apple
AAPL
|
$571K |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 12.22% |
| 3 | Financials | 11.48% |
| 4 | Industrials | 7.79% |
| 5 | Consumer Staples | 7.27% |
