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AFM

Abbot Financial Management Portfolio holdings

AUM $235M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$582K
3
+$485K
4
MRK icon
Merck
MRK
+$232K
5
GLD icon
SPDR Gold Trust
GLD
+$209K

Top Sells

1
+$813K
2
+$430K
3
+$243K
4
BG icon
Bunge Global
BG
+$216K
5
ADBE icon
Adobe
ADBE
+$210K

Sector Composition

1 Technology 28.35%
2 Financials 13.02%
3 Healthcare 7.43%
4 Industrials 6.96%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.1%
385
-50
127
$233K 0.1%
+655
128
$228K 0.1%
2,860
-700
129
$209K 0.09%
566
130
$202K 0.09%
13,809
+17
131
$154K 0.07%
+10,297
132
$105K 0.04%
13,590
133
$5.01K ﹤0.01%
575
134
– –
-5,918
135
– –
-10,070
2 3 4 5
6