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
$165M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$263K
3
+$143K
4
AMZN icon
Amazon
AMZN
+$75.1K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$69.3K

Top Sells

1
+$939K
2
+$324K
3
+$296K
4
T icon
AT&T
T
+$281K
5
PEN icon
Penumbra
PEN
+$268K

Sector Composition

1 Technology 20.77%
2 Healthcare 13.06%
3 Financials 11.32%
4 Industrials 8.08%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-889
127
– –
-13,055
128
– –
-630
129
– –
-27,227
130
– –
-6,520
131
– –
-1,207
132
– –
-1,580
133
– –
-2,392
134
– –
-2,075
2 3 4 5
6