AFM

Abbot Financial Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$461K
3
+$268K
4
GIS icon
General Mills
GIS
+$261K
5
APO icon
Apollo Global Management
APO
+$234K

Top Sells

1
+$402K
2
+$360K
3
+$229K
4
AAPL icon
Apple
AAPL
+$125K
5
JNJ icon
Johnson & Johnson
JNJ
+$52.4K

Sector Composition

1 Technology 19.09%
2 Financials 13.2%
3 Healthcare 13.12%
4 Industrials 11.25%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.08M 4.72%
51,513
-149
2
$4.35M 3.38%
43,005
+292
3
$4.32M 3.35%
80,400
-265
4
$4.22M 3.27%
78,104
-696
5
$3.66M 2.84%
43,480
-150
6
$3.65M 2.83%
76,752
-2,628
7
$3.43M 2.67%
124,479
-1,695
8
$3.26M 2.53%
8,549
-1,055
9
$3.26M 2.53%
23,304
-375
10
$3.01M 2.34%
37,970
-208
11
$2.9M 2.25%
72,046
+263
12
$2.7M 2.1%
31,389
+4
13
$2.69M 2.09%
15,476
+72
14
$2.51M 1.95%
42,640
+260
15
$2.46M 1.91%
12,983
-100
16
$2.44M 1.9%
41,298
+361
17
$2.37M 1.84%
71,650
-500
18
$2.37M 1.84%
22,787
-275
19
$2.08M 1.62%
16,829
-66
20
$2.06M 1.6%
12,825
-235
21
$2.03M 1.58%
27,480
-250
22
$2.01M 1.56%
6,685
+235
23
$1.93M 1.5%
17,402
+160
24
$1.88M 1.46%
27,423
+323
25
$1.82M 1.41%
22,609
1
2 3 4 5