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
$166M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$537K
2
+$319K
3
+$218K
4
DXCM icon
DexCom
DXCM
+$194K
5
PEP icon
PepsiCo
PEP
+$183K

Top Sells

1
+$699K
2
+$283K
3
+$250K
4
AAPL icon
Apple
AAPL
+$227K
5
T icon
AT&T
T
+$139K

Sector Composition

1 Technology 25.51%
2 Financials 11.83%
3 Healthcare 9.6%
4 Industrials 8.24%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.19%
16,600
102
$302K 0.18%
2,075
103
$283K 0.17%
540
104
$281K 0.17%
4,325
-25
105
$281K 0.17%
950
106
$261K 0.16%
1,070
-268
107
$259K 0.16%
4,010
-400
108
$249K 0.15%
1,520
-125
109
$244K 0.15%
2,075
110
$218K 0.13%
+3,000
111
$94.2K 0.06%
10,722
-158
112
$84.9K 0.05%
10,165
113
$6.56K ﹤0.01%
11,500
114
– –
-3,224
115
– –
-10,000
116
– –
-1,090
1 2 3 4
5