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
$193M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$435K
3
+$389K
4
GS icon
Goldman Sachs
GS
+$327K
5
AVGO icon
Broadcom
AVGO
+$326K

Top Sells

1
+$598K
2
+$244K
3
+$205K
4
AAPL icon
Apple
AAPL
+$199K
5
LYB icon
LyondellBasell Industries
LYB
+$137K

Sector Composition

1 Technology 25.21%
2 Financials 13.12%
3 Healthcare 8.51%
4 Industrials 7.47%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$443K 0.23%
3,464
-228
102
$435K 0.23%
+3,075
103
$416K 0.22%
5,905
-1,950
104
$398K 0.21%
1,447
+33
105
$389K 0.2%
+488
106
$373K 0.19%
15,600
107
$356K 0.18%
1,431
+11
108
$349K 0.18%
3,559
109
$342K 0.18%
4,250
110
$328K 0.17%
908
111
$327K 0.17%
+598
112
$313K 0.16%
950
113
$308K 0.16%
2,075
114
$297K 0.15%
3,075
115
$287K 0.15%
4,132
+75
116
$284K 0.15%
1,085
117
$276K 0.14%
3,100
118
$257K 0.13%
3,660
119
$220K 0.11%
591
120
$207K 0.11%
368
121
$206K 0.11%
+1,028
122
$203K 0.11%
1,297
-100
123
$197K 0.1%
13,775
-1,984
124
$193K 0.1%
30,180
-75
125
$113K 0.06%
13,590
2 3 4
5
6