AFM
Abbot Financial Management Portfolio holdings
AUM
$234M
1-Year Est. Return
22.32%
1 Year Est. Return
+22.32%
AUM
$234M
AUM Growth
+$17.3M
(+8%)
Holding
135
Top Buys
| 1 | +$693K | |
| 2 | +$581K | |
| 3 | +$371K | |
| 4 |
Merck
MRK
|
+$236K |
| 5 |
SPDR Gold Trust
GLD
|
+$233K |
Top Sells
| 1 | +$813K | |
| 2 | +$551K | |
| 3 | +$274K | |
| 4 |
Bunge Global
BG
|
+$219K |
| 5 |
Adobe
ADBE
|
+$206K |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard S&P 500 ETF
VOO
$805B
| $236K | 0.1% |
385
-50
|
|
||
|
127
SPDR Gold Trust
GLD
$141B
| $233K | 0.1% |
+655
|
|
||
128
Vanguard FTSE Europe ETF
VGK
$28.4B
| $228K | 0.1% |
2,860
-700
|
|
||
129
Stryker
SYK
$139B
| $209K | 0.09% |
566
|
|
||
130
Invesco Financial Preferred ETF
PGF
$764M
| $202K | 0.09% |
13,809
+17
|
|
||
131
FS KKR Capital
FSK
$4.33B
| $154K | 0.07% |
+10,297
|
|
||
132
Sprinklr
CXM
$1.9B
| $105K | 0.04% |
13,590
|
|
||
133
Senseonics Holdings Inc
SENS
$270M
| $5.01K | ﹤0.01% |
575
|
|
||
134
Diamondback Energy
FANG
$45.4B
| – | – |
-5,918
|
|
||
135
Under Armour Class C
UA
$1.84B
| – | – |
-10,070
|
|