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
$140M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$323K
3
+$228K
4
BX icon
Blackstone
BX
+$47.7K
5
NVDA icon
NVIDIA
NVDA
+$32.7K

Top Sells

1
+$1.11M
2
+$817K
3
+$766K
4
MCD icon
McDonald's
MCD
+$631K
5
AAPL icon
Apple
AAPL
+$571K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.24%
3 Financials 11.48%
4 Industrials 7.79%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.17%
5,200
102
$232K 0.17%
337
-30
103
$228K 0.16%
+1,203
104
$221K 0.16%
1,051
105
$217K 0.15%
14,450
106
$208K 0.15%
4,352
-85
107
$196K 0.14%
452,345
-956,000
108
$100K 0.07%
10,823
+10
109
$84K 0.06%
12,635
-350
110
$61K 0.04%
10,166
111
$15K 0.01%
575
112
– –
-4,490
113
– –
-2,789
114
– –
-1,300
115
– –
-3,375
116
– –
-7,995
117
– –
-5,683
118
– –
-1,682
119
– –
-5,844
120
– –
-5,767
121
– –
-8,900
122
– –
-6,900
123
– –
-2,420
124
– –
-963
125
– –
-2,791
1 2 3 4
5