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
$146M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$272K
3
+$249K
4
KO icon
Coca-Cola
KO
+$245K
5
SHOP icon
Shopify
SHOP
+$238K

Top Sells

1
+$615K
2
+$582K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$527K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 19.59%
2 Healthcare 13.14%
3 Financials 12.13%
4 Industrials 9.17%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.19%
1,219
+16
102
$253K 0.17%
5,000
103
$249K 0.17%
+6,733
104
$245K 0.17%
+3,856
105
$238K 0.16%
+6,853
106
$229K 0.16%
1,067
+16
107
$228K 0.16%
+950
108
$158K 0.11%
10,950
-3,500
109
$130K 0.09%
11,012
+189
110
$123K 0.08%
12,134
-501
111
$90.7K 0.06%
10,165
-1
112
$11.8K 0.01%
575
113
– –
-19,300
114
– –
-337
115
– –
-11,100
116
– –
-4,352
117
– –
-452,345
1 2 3 4
5