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
$193M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$744K
2 +$435K
3 +$389K
4
GS icon
Goldman Sachs
GS
+$327K
5
AVGO icon
Broadcom
AVGO
+$326K

Top Sells

1 +$598K
2 +$244K
3 +$205K
4
AAPL icon
Apple
AAPL
+$199K
5
LYB icon
LyondellBasell Industries
LYB
+$137K

Sector Composition

1 Technology 25.21%
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
$59.9K 0.03%
10,070
127
$7.54K ﹤0.01%
575
128
-10,100
129
-10,027