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

Top Buys

1 +$688K
2 +$668K
3 +$515K
4
AMZN icon
Amazon
AMZN
+$320K
5
SHOP icon
Shopify
SHOP
+$229K

Top Sells

1 +$934K
2 +$794K
3 +$509K
4
GLW icon
Corning
GLW
+$390K
5
MSFT icon
Microsoft
MSFT
+$343K

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
-940
130
-3,125