AFM
Abbot Financial Management Portfolio holdings
AUM
$217M
1-Year Est. Return
18.34%
1 Year Est. Return
+18.34%
AUM
$193M
AUM Growth
-$8.11M
(-4%)
Holding
129
Top Buys
| 1 | +$744K | |
| 2 | +$435K | |
| 3 | +$389K | |
| 4 |
Goldman Sachs
GS
|
+$327K |
| 5 |
Broadcom
AVGO
|
+$326K |
Top Sells
| 1 | +$598K | |
| 2 | +$244K | |
| 3 | +$205K | |
| 4 |
Apple
AAPL
|
+$199K |
| 5 |
LyondellBasell Industries
LYB
|
+$137K |
Sector Composition
| 1 | Technology | 25.22% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 8.51% |
| 4 | Industrials | 7.47% |
| 5 | Consumer Discretionary | 6.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Under Armour Class C
UA
$1.99B
| $59.9K | 0.03% |
10,070
|
|
||
127
Senseonics Holdings
SENS
$311M
| $7.54K | ﹤0.01% |
11,500
|
|
||
128
Under Armour
UAA
$2.05B
| – | – |
-10,100
|
|
||
129
iShares Future Exponential Technologies ETF
XT
$3.78B
| – | – |
-10,027
|
|