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
$199M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$329K
3
+$293K
4
AMZN icon
Amazon
AMZN
+$265K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$239K

Top Sells

1
+$240K
2
+$201K
3
+$134K
4
INTC icon
Intel
INTC
+$121K
5
DIS icon
Walt Disney
DIS
+$115K

Sector Composition

1 Technology 25.84%
2 Financials 11.83%
3 Healthcare 8.65%
4 Industrials 7.83%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$488K 0.25%
9,441
-100
102
$481K 0.24%
4,037
+428
103
$478K 0.24%
540
104
$416K 0.21%
1,469
+575
105
$386K 0.19%
1,295
+480
106
$372K 0.19%
950
107
$362K 0.18%
15,600
108
$357K 0.18%
3,659
109
$352K 0.18%
4,250
110
$345K 0.17%
+1,925
111
$330K 0.17%
878
-172
112
$314K 0.16%
1,420
-100
113
$302K 0.15%
2,075
114
$299K 0.15%
1,085
+15
115
$278K 0.14%
3,075
116
$277K 0.14%
3,100
117
$274K 0.14%
3,860
-150
118
$270K 0.14%
1,925
119
$247K 0.12%
15,743
+1,915
120
$233K 0.12%
1,396
121
$214K 0.11%
591
122
$212K 0.11%
368
123
$202K 0.1%
228
124
$132K 0.07%
20,000
125
$90K 0.05%
10,100
-500
2 3 4
5
6