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
$120M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$188K
3
+$182K
4
UAA icon
Under Armour
UAA
+$163K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$161K

Top Sells

1
+$240K
2
+$223K
3
+$200K
4
BA icon
Boeing
BA
+$133K
5
JPM icon
JPMorgan Chase
JPM
+$114K

Sector Composition

1 Technology 16.93%
2 Financials 16.39%
3 Healthcare 13.15%
4 Industrials 11.77%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.44M 3.7%
43,987
-1,134
2
$4.33M 3.61%
54,972
+3,001
3
$3.84M 3.2%
138,602
-1,996
4
$3.48M 2.9%
24,580
+950
5
$3.38M 2.81%
82,479
+3,706
6
$3.25M 2.71%
82,772
+2,764
7
$3.08M 2.57%
15,703
+926
8
$2.95M 2.46%
11,100
-500
9
$2.65M 2.21%
30,504
10
$2.61M 2.18%
15,944
-300
11
$2.6M 2.17%
75,162
+2,155
12
$2.52M 2.1%
73,205
-1,581
13
$2.45M 2.04%
45,811
+2,378
14
$2.32M 1.94%
72,750
+1,600
15
$2.31M 1.93%
31,018
+1,227
16
$2.3M 1.92%
25,128
-150
17
$2.23M 1.86%
45,220
-360
18
$2.16M 1.8%
35,812
+108
19
$2.05M 1.71%
41,942
+1,750
20
$2.05M 1.71%
19,547
-135
21
$2.02M 1.68%
76,658
-521
22
$1.95M 1.62%
8,615
+475
23
$1.92M 1.6%
41,325
-700
24
$1.89M 1.57%
70,350
-2,338
25
$1.85M 1.54%
16,528
+902
1
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