AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
+12.23%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+4.1%)
Cap. Flow
-$8.55M
Cap. Flow
% of AUM
-5.85%
Top 10 Holdings %
Top 10 Hldgs %
30.79%
Holding
117
New
6
Increased
22
Reduced
71
Closed
5
Top Buys
| 1 |
Moderna
MRNA
|
$314K |
| 2 |
Diamondback Energy
FANG
|
$272K |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$249K |
| 4 |
Coca-Cola
KO
|
$245K |
| 5 |
Shopify
SHOP
|
$238K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$615K |
| 2 |
Walt Disney
DIS
|
$582K |
| 3 |
Salesforce
CRM
|
$540K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$527K |
| 5 |
Apple
AAPL
|
$485K |
Sector Composition
| 1 | Technology | 19.6% |
| 2 | Healthcare | 13.13% |
| 3 | Financials | 12.13% |
| 4 | Industrials | 9.17% |
| 5 | Consumer Staples | 7.95% |
