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
$199M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$345K
2 +$329K
3 +$293K
4
AMZN icon
Amazon
AMZN
+$265K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$239K

Top Sells

1 +$240K
2 +$201K
3 +$134K
4
INTC icon
Intel
INTC
+$121K
5
DIS icon
Walt Disney
DIS
+$115K

Sector Composition

1 Technology 25.84%
2 Financials 11.83%
3 Healthcare 8.65%
4 Industrials 7.83%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$84.2K 0.04%
10,070
127
$4.02K ﹤0.01%
575
128
-2,209