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AFM

Abbot Financial Management Portfolio holdings

AUM $235M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$582K
3
+$485K
4
MRK icon
Merck
MRK
+$232K
5
GLD icon
SPDR Gold Trust
GLD
+$209K

Top Sells

1
+$813K
2
+$430K
3
+$243K
4
BG icon
Bunge Global
BG
+$216K
5
ADBE icon
Adobe
ADBE
+$210K

Sector Composition

1 Technology 28.35%
2 Financials 13.02%
3 Healthcare 7.43%
4 Industrials 6.96%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$471K 0.2%
1,515
102
$471K 0.2%
1,436
+30
103
$462K 0.2%
2,510
+70
104
$453K 0.19%
950
105
$447K 0.19%
13,650
106
$442K 0.19%
4,225
-25
107
$426K 0.18%
9,445
-96
108
$420K 0.18%
3,588
+4
109
$409K 0.17%
4,294
-950
110
$404K 0.17%
1,431
111
$390K 0.17%
5,512
112
$390K 0.17%
2,075
113
$387K 0.17%
15,600
114
$371K 0.16%
+25,605
115
$357K 0.15%
3,100
116
$356K 0.15%
3,005
-170
117
$330K 0.14%
9,610
-1,300
118
$319K 0.14%
1,750
119
$316K 0.13%
1,297
120
$309K 0.13%
1,028
121
$282K 0.12%
3,334
-225
122
$281K 0.12%
885
-200
123
$265K 0.11%
5,399
-506
124
$246K 0.11%
368
125
$237K 0.1%
687
-45
2 3 4
5
6