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
$181M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$450K
3
+$222K
4
SYK icon
Stryker
SYK
+$217K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Top Sells

1
+$1.01M
2
+$478K
3
+$174K
4
PFE icon
Pfizer
PFE
+$160K
5
BA icon
Boeing
BA
+$140K

Sector Composition

1 Technology 25.17%
2 Financials 11.85%
3 Healthcare 9.78%
4 Industrials 8.12%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.2%
1,050
-7
102
$348K 0.19%
950
103
$334K 0.18%
3,659
104
$326K 0.18%
16,600
105
$312K 0.17%
540
106
$311K 0.17%
4,250
-75
107
$290K 0.16%
1,520
108
$286K 0.16%
1,925
-150
109
$279K 0.15%
1,070
110
$272K 0.15%
2,075
111
$270K 0.15%
4,010
112
$241K 0.13%
2,950
-50
113
$222K 0.12%
+2,600
114
$217K 0.12%
+606
115
$213K 0.12%
+1,396
116
$212K 0.12%
+815
117
$210K 0.12%
+13,812
118
$206K 0.11%
+794
119
$201K 0.11%
+2,134
120
$200K 0.11%
+940
121
$149K 0.08%
+10,000
122
$79.1K 0.04%
10,722
123
$72.6K 0.04%
10,165
124
$27.5K 0.02%
+3,125
125
$6.11K ﹤0.01%
575
1 2 3 4
5