AFM

Abbot Financial Management Portfolio holdings

AUM $234M
1-Year Est. Return 22.32%
This Quarter Est. Return
1 Year Est. Return
+22.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$353K
3
+$303K
4
MRNA icon
Moderna
MRNA
+$298K
5
MELI icon
Mercado Libre
MELI
+$290K

Top Sells

1
+$619K
2
+$391K
3
+$257K
4
BRSL
Brightstar Lottery PLC
BRSL
+$246K
5
RUBY
Rubius Therapeutics, Inc
RUBY
+$201K

Sector Composition

1 Technology 21.01%
2 Healthcare 13.43%
3 Financials 11.16%
4 Consumer Discretionary 8.48%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.03%
328
127
$18K 0.01%
34,312
128
$10K 0.01%
575
129
– –
-22,075
130
– –
-10,363
131
– –
-10,800
132
– –
-7,551
2 3 4 5
6