AFM

Abbot Financial Management Portfolio holdings

AUM $241M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$667K
3
+$434K
4
AAPL icon
Apple
AAPL
+$365K
5
NTRA icon
Natera
NTRA
+$330K

Top Sells

1
+$715K
2
+$420K
3
+$287K
4
ASPN icon
Aspen Aerogels
ASPN
+$193K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 27.46%
2 Financials 13.07%
3 Healthcare 7.49%
4 Industrials 7.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$224K 0.1%
566
-25
127
$195K 0.09%
13,792
+17
128
$115K 0.05%
13,590
129
$65.4K 0.03%
10,070
130
$5.48K ﹤0.01%
575
131
– –
-30,180
132
– –
-4,132
133
– –
-17,531
2 3 4 5
6