AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$667K
3
+$434K
4
AAPL icon
Apple
AAPL
+$365K
5
NTRA icon
Natera
NTRA
+$330K

Top Sells

1
+$715K
2
+$420K
3
+$287K
4
ASPN icon
Aspen Aerogels
ASPN
+$193K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 27.46%
2 Financials 13.07%
3 Healthcare 7.49%
4 Industrials 7.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$445K 0.21%
628
+30
102
$442K 0.2%
9,541
+100
103
$438K 0.2%
3,464
104
$438K 0.2%
5,512
-300
105
$427K 0.2%
1,406
-41
106
$422K 0.19%
1,431
107
$405K 0.19%
4,250
108
$380K 0.18%
896
-12
109
$369K 0.17%
950
110
$369K 0.17%
10,910
111
$365K 0.17%
15,600
112
$355K 0.16%
2,075
113
$345K 0.16%
3,175
+100
114
$342K 0.16%
5,905
115
$339K 0.16%
3,100
116
$336K 0.15%
1,085
117
$326K 0.15%
3,559
118
$284K 0.13%
+13,650
119
$276K 0.13%
3,560
-100
120
$265K 0.12%
1,028
121
$247K 0.11%
+435
122
$239K 0.11%
+1,750
123
$230K 0.11%
1,297
124
$228K 0.11%
368
125
$228K 0.11%
+732
2 3 4
5
6