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
$201M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$339K
3
+$334K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$230K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$183K

Top Sells

1
+$979K
2
+$746K
3
+$290K
4
DEO icon
Diageo
DEO
+$270K
5
SHOP icon
Shopify
SHOP
+$215K

Sector Composition

1 Technology 26.65%
2 Financials 12.83%
3 Healthcare 7.58%
4 Industrials 7.26%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-7,198
127
– –
-1,925
128
– –
-31,811
129
– –
-228
2 3 4 5
6