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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.58M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.13M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.08%
2 Technology 16.04%
3 Healthcare 13.44%
4 Industrials 11.58%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.12M 3.7%
+45,121
2
$3.58M 3.21%
+51,971
3
$3.41M 3.06%
+140,598
4
$3.13M 2.8%
+23,630
5
$2.88M 2.58%
+80,008
6
$2.66M 2.38%
+78,773
7
$2.66M 2.38%
+30,504
8
$2.57M 2.31%
+14,777
9
$2.56M 2.3%
+43,433
10
$2.55M 2.28%
+19,682
11
$2.49M 2.23%
+16,244
12
$2.38M 2.14%
+74,786
13
$2.29M 2.06%
+11,600
14
$2.29M 2.05%
+73,007
15
$2.23M 2%
+29,791
16
$2.2M 1.97%
+77,179
17
$2.18M 1.96%
+35,704
18
$2.14M 1.92%
+71,150
19
$2.12M 1.9%
+45,580
20
$2.02M 1.81%
+15,626
21
$1.83M 1.64%
+25,278
22
$1.79M 1.61%
+40,192
23
$1.79M 1.61%
+72,688
24
$1.77M 1.59%
+8,140
25
$1.69M 1.52%
+18,844
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