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
$205M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$914K
3
+$534K
4
IRM icon
Iron Mountain
IRM
+$513K
5
CVS icon
CVS Health
CVS
+$356K

Top Sells

1
+$821K
2
+$510K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$405K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 21.55%
2 Healthcare 14.39%
3 Financials 11.73%
4 Industrials 7.61%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$221K 0.11%
12,985
-500
127
$214K 0.1%
630
128
$212K 0.1%
+950
129
$202K 0.1%
+889
130
$202K 0.1%
1,580
-47
131
$158K 0.08%
10,166
132
$23K 0.01%
575
133
– –
-2,445
134
– –
-4,300
135
– –
-13,710
136
– –
-815
137
– –
-2,800
138
– –
-3,450
139
– –
-1,380
140
– –
-1,300
2 3 4 5
6