AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$1.16M
3 +$1.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$546K
5
OUT icon
Outfront Media
OUT
+$278K

Top Sells

1 +$654K
2 +$457K
3 +$442K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K
5
DVY icon
iShares Select Dividend ETF
DVY
+$406K

Sector Composition

1 Technology 21.02%
2 Healthcare 14.37%
3 Financials 11.11%
4 Consumer Discretionary 8.37%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,200