AFM
Abbot Financial Management Portfolio holdings
AUM
$241M
1-Year Est. Return
22.88%
This Fund
S&P 500
1 Year Est. Return
+22.88%
AUM
$241M
AUM Growth
+$7.08M
(+3%)
Holding
139
Top Buys
| 1 | +$922K | |
| 2 | +$684K | |
| 3 | +$631K | |
| 4 |
AeroVironment
AVAV
|
+$629K |
| 5 |
Meta Platforms (Facebook)
META
|
+$426K |
Top Sells
| 1 | +$878K | |
| 2 | +$869K | |
| 3 | +$693K | |
| 4 |
CrowdStrike
CRWD
|
+$339K |
| 5 |
LyondellBasell Industries
LYB
|
+$265K |
Sector Composition
| 1 | Technology | 27.52% |
| 2 | Financials | 13.09% |
| 3 | Healthcare | 7.55% |
| 4 | Industrials | 7.23% |
| 5 | Communication Services | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core S&P 500 ETF
IVV
$739B
| $252K | 0.1% |
368
|
|
||
127
Vanguard FTSE Europe ETF
VGK
$30.8B
| $239K | 0.1% |
2,860
|
|
||
128
UnitedHealth
UNH
$257B
| $230K | 0.1% |
695
+8
|
|
||
129
Eli Lilly
LLY
$895B
| $224K | 0.09% |
+208
|
|
||
130
Invesco Financial Preferred ETF
PGF
$736M
| $196K | 0.08% |
13,827
+18
|
|
||
131
Sprinklr
CXM
$1.39B
| $182K | 0.08% |
23,393
+9,803
|
|
||
132
Kopin
KOPN
$383M
| $36.9K | 0.02% |
+15,775
|
|
||
133
FS KKR Capital
FSK
$2.97B
| – | – |
-10,297
|
|
||
134
DraftKings
DKNG
$12.3B
| – | – |
-18,531
|
|
||
135
DexCom
DXCM
$26.1B
| – | – |
-12,907
|
|
||
|
136
LyondellBasell Industries
LYB
$21.2B
| – | – |
-5,399
|
|
||
137
Senseonics Holdings Inc
SENS
$241M
| – | – |
-575
|
|
||
138
Stryker
SYK
$138B
| – | – |
-566
|
|
||
139
Vanguard S&P 500 ETF
VOO
$863B
| – | – |
-385
|
|