AFM
Abbot Financial Management Portfolio holdings
AUM
$234M
1-Year Est. Return
22.32%
1 Year Est. Return
+22.32%
AUM
$217M
AUM Growth
+$24.1M
(+12%)
Holding
133
Top Buys
| 1 | +$854K | |
| 2 | +$703K | |
| 3 | +$437K | |
| 4 |
Apple
AAPL
|
+$371K |
| 5 |
Natera
NTRA
|
+$358K |
Top Sells
| 1 | +$715K | |
| 2 | +$450K | |
| 3 | +$287K | |
| 4 |
Aspen Aerogels
ASPN
|
+$193K |
| 5 |
Microsoft
MSFT
|
+$187K |
Sector Composition
| 1 | Technology | 27.47% |
| 2 | Financials | 13.07% |
| 3 | Healthcare | 7.48% |
| 4 | Industrials | 7.25% |
| 5 | Consumer Discretionary | 6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Stryker
SYK
$139B
| $224K | 0.1% |
566
-25
|
|
||
127
Invesco Financial Preferred ETF
PGF
$790M
| $195K | 0.09% |
13,792
+17
|
|
||
128
Sprinklr
CXM
$1.84B
| $115K | 0.05% |
13,590
|
|
||
129
Under Armour Class C
UA
$1.88B
| $65.4K | 0.03% |
10,070
|
|
||
130
Senseonics Holdings
SENS
$266M
| $5.48K | ﹤0.01% |
575
|
|
||
131
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
| – | – |
-17,531
|
|
||
132
Novo Nordisk
NVO
$218B
| – | – |
-4,132
|
|
||
|
133
Aspen Aerogels
ASPN
$299M
| – | – |
-30,180
|
|