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
$125M
AUM Growth
+$980K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$657K
3
+$270K
4
AMZN icon
Amazon
AMZN
+$241K
5
BP icon
BP
BP
+$202K

Top Sells

1
+$1.21M
2
+$554K
3
+$326K
4
DCP
DCP Midstream, LP
DCP
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$201K

Sector Composition

1 Technology 18.46%
2 Financials 15.65%
3 Healthcare 12.36%
4 Industrials 10.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.42M 4.31%
54,932
+51
2
$4.56M 3.63%
43,778
+602
3
$4.07M 3.24%
81,893
-346
4
$3.68M 2.93%
79,576
-2,996
5
$3.61M 2.87%
128,013
-6,493
6
$3.55M 2.83%
44,561
-1,250
7
$3.47M 2.76%
80,573
-246
8
$3.25M 2.59%
9,694
-125
9
$2.9M 2.31%
23,904
-500
10
$2.57M 2.04%
74,599
11
$2.56M 2.04%
15,554
-60
12
$2.42M 1.92%
15,419
-300
13
$2.4M 1.91%
42,580
-1,900
14
$2.27M 1.81%
39,222
-732
15
$2.18M 1.73%
23,503
-300
16
$2.17M 1.73%
32,111
+5
17
$2.12M 1.68%
42,062
18
$2M 1.59%
72,850
-1,800
19
$2M 1.59%
25,638
-4,175
20
$1.97M 1.56%
12,470
+85
21
$1.94M 1.55%
10,595
22
$1.94M 1.54%
27,930
23
$1.92M 1.53%
27,800
-650
24
$1.92M 1.52%
8,435
-75
25
$1.87M 1.49%
70,450
1
2 3 4 5