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
$229M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$211K
3
+$162K
4
BMY icon
Bristol-Myers Squibb
BMY
+$156K
5
MELI icon
Mercado Libre
MELI
+$88.1K

Top Sells

1
+$208K
2
+$208K
3
+$202K
4
MRNA icon
Moderna
MRNA
+$131K
5
MRK icon
Merck
MRK
+$111K

Sector Composition

1 Healthcare 23.89%
2 Technology 18.55%
3 Financials 10.75%
4 Consumer Discretionary 7.21%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.1%
568
-6
127
$216K 0.09%
+1,799
128
$213K 0.09%
12,451
129
$207K 0.09%
950
130
$189K 0.08%
10,166
131
$44K 0.02%
575
132
$33K 0.01%
22
133
– –
-8,650
134
– –
-2,736
135
– –
-4,784
2 3 4 5
6