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
$172M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$341K
3
+$331K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$306K
5
MRNA icon
Moderna
MRNA
+$289K

Top Sells

1
+$619K
2
+$366K
3
+$246K
4
AAPL icon
Apple
AAPL
+$233K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187K

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