AFM
Abbot Financial Management Portfolio holdings
AUM $193M
AUM
$193M
AUM Growth
-$8.11M (-4%)
Cap. Flow
+$2.44M
Cap. Flow % of AUM
1.27%
Top 10 Holdings %Top 10 Hldgs %
36.23%
Holding
129
New
5
Increased
47
Reduced
42
Closed
2
Top Buys
| 1 | $744K | |
| 2 | $435K | |
| 3 | $389K | |
| 4 | $327K | |
| 5 | $326K |
Top Sells
| 1 | $244K | |
| 2 | $205K | |
| 3 | $199K | |
| 4 | $137K | |
| 5 | $118K |
Sector Composition
| 1 | Technology | 25.22% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $59.9K | 0.03% | 10,070 | – | – | |||
| $7.55K | 0% | 11,500 | – | – | |||
| $0 | 0% | 0 -10,100 | Closed | – | |||
| $0 | 0% | 0 -10,027 | Closed | – |
