AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
This Quarter Return
-2.89%
1 Year Return
+18.34%
3 Year Return
+81.43%
5 Year Return
+192.65%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-4.6%)
Cap. Flow
-$776K
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
35.32%
Holding
116
New
3
Increased
27
Reduced
61
Closed
2
Top Buys
| 1 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$906K |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$387K |
| 3 |
CrowdStrike
CRWD
|
$355K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$320K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$250K |
Top Sells
| 1 |
Verizon
VZ
|
$436K |
| 2 |
SolarEdge
SEDG
|
$254K |
| 3 |
RTX Corp
RTX
|
$243K |
| 4 |
Moderna
MRNA
|
$217K |
| 5 |
Microsoft
MSFT
|
$216K |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Financials | 11.39% |
| 3 | Healthcare | 10.55% |
| 4 | Industrials | 8.06% |
| 5 | Consumer Discretionary | 6.56% |
