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AFM
Abbot Financial Management Portfolio holdings
AUM
$235M
1-Year Est. Return
27.19%
This Fund
S&P 500
1 Year Est. Return
+27.19%
AUM
$235M
AUM Growth
-$5.82M
(-2.4%)
Holding
139
Top Buys
| 1 | +$1.05M | |
| 2 | +$631K | |
| 3 | +$452K | |
| 4 |
Netflix
NFLX
|
+$450K |
| 5 |
Microsoft
MSFT
|
+$364K |
Top Sells
| 1 | +$983K | |
| 2 | +$718K | |
| 3 | +$652K | |
| 4 |
Pfizer
PFE
|
+$484K |
| 5 |
ServiceNow
NOW
|
+$341K |
Sector Composition
| 1 | Technology | 25.88% |
| 2 | Financials | 12.36% |
| 3 | Industrials | 8.06% |
| 4 | Healthcare | 7.25% |
| 5 | Communication Services | 6.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard FTSE Europe ETF
VGK
$29.8B
| $236K | 0.1% |
2,860
|
|
||
127
GE Vernova
GEV
$247B
| $219K | 0.09% |
+251
|
|
||
128
Autodesk
ADSK
$47.3B
| $212K | 0.09% |
885
|
|
||
129
M&T Bank
MTB
$33B
| $202K | 0.09% |
+975
|
|
||
130
Invesco Financial Preferred ETF
PGF
$689M
| $190K | 0.08% |
13,844
+17
|
|
||
131
Sprinklr
CXM
$1.26B
| $140K | 0.06% |
23,393
|
|
||
132
Kopin
KOPN
$914M
| $36.1K | 0.02% |
16,025
+250
|
|
||
133
Adobe
ADBE
$96.2B
| – | – |
-1,862
|
|
||
134
Walt Disney
DIS
$172B
| – | – |
-6,312
|
|
||
135
Eli Lilly
LLY
$1.02T
| – | – |
-208
|
|
||
|
136
ServiceNow
NOW
$110B
| – | – |
-2,225
|
|
||
137
Penumbra
PEN
$12.6B
| – | – |
-3,162
|
|
||
|
138
Pfizer
PFE
$146B
| – | – |
-19,450
|
|
||
139
UnitedHealth
UNH
$375B
| – | – |
-695
|
|