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
$187M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$668K
3
+$515K
4
AMZN icon
Amazon
AMZN
+$320K
5
SHOP icon
Shopify
SHOP
+$229K

Top Sells

1
+$934K
2
+$794K
3
+$509K
4
GLW icon
Corning
GLW
+$390K
5
MSFT icon
Microsoft
MSFT
+$343K

Sector Composition

1 Technology 26.88%
2 Financials 11.49%
3 Healthcare 8.81%
4 Industrials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.23%
5,527
+100
102
$397K 0.21%
540
103
$396K 0.21%
9,541
-109
104
$383K 0.21%
1,050
105
$341K 0.18%
4,250
106
$316K 0.17%
950
107
$315K 0.17%
15,600
-1,000
108
$287K 0.15%
2,075
109
$285K 0.15%
3,659
110
$269K 0.14%
3,100
+500
111
$268K 0.14%
4,010
112
$265K 0.14%
1,070
113
$263K 0.14%
3,075
+125
114
$263K 0.14%
1,520
115
$256K 0.14%
1,396
116
$243K 0.13%
1,925
117
$239K 0.13%
894
+100
118
$207K 0.11%
815
119
$206K 0.11%
+228
120
$205K 0.11%
20,000
+10,000
121
$204K 0.11%
13,828
+16
122
$201K 0.11%
+368
123
$201K 0.11%
2,209
+75
124
$201K 0.11%
591
-15
125
$70.7K 0.04%
10,600
-122
2 3 4
5
6