AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$220K
3
+$93.5K
4
BMY icon
Bristol-Myers Squibb
BMY
+$67.1K
5
AAPL icon
Apple
AAPL
+$66.3K

Top Sells

1
+$615K
2
+$601K
3
+$338K
4
MSFT icon
Microsoft
MSFT
+$172K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$122K

Sector Composition

1 Technology 25.71%
2 Financials 10.9%
3 Healthcare 10.85%
4 Industrials 8.57%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.17%
6,630
-107
102
$254K 0.16%
944
-73
103
$253K 0.16%
1,238
-392
104
$237K 0.15%
540
105
$234K 0.15%
950
106
$222K 0.14%
28,104
-2,568
107
$221K 0.14%
2,075
108
$220K 0.14%
+1,645
109
$217K 0.14%
1,783
-161
110
$93.5K 0.06%
+10,000
111
$84K 0.05%
11,630
112
$68.2K 0.04%
10,165
113
$8.78K 0.01%
11,500
114
– –
-9,113
115
– –
-14,033
1 2 3 4
5