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
$187M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$694K
2 +$675K
3 +$478K
4
AMZN icon
Amazon
AMZN
+$304K
5
SHOP icon
Shopify
SHOP
+$230K

Top Sells

1 +$794K
2 +$764K
3 +$507K
4
GLW icon
Corning
GLW
+$351K
5
MSFT icon
Microsoft
MSFT
+$324K

Sector Composition

1 Technology 26.88%
2 Financials 11.49%
3 Healthcare 8.81%
4 Industrials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$65.8K 0.04%
10,070
-95
127
$4.59K ﹤0.01%
575
128
-9,952
129
-3,125
130
-940