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
$165M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$216K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$63.7K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$63.7K

Top Sells

1
+$939K
2
+$324K
3
+$295K
4
PEN icon
Penumbra
PEN
+$268K
5
DKNG icon
DraftKings
DKNG
+$254K

Sector Composition

1 Technology 20.77%
2 Healthcare 13.06%
3 Financials 11.32%
4 Industrials 8.08%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 6.57%
42,347
+48
2
$9.07M 5.48%
66,357
-52
3
$4.69M 2.84%
41,683
+427
4
$4.11M 2.48%
37,680
5
$3.98M 2.4%
17,833
-16
6
$3.76M 2.27%
120,819
+905
7
$3.64M 2.2%
35,589
+195
8
$3.6M 2.18%
20,305
-99
9
$3.36M 2.03%
21,962
-200
10
$3.2M 1.94%
35,126
+202
11
$3.17M 1.92%
19,052
-125
12
$3.13M 1.89%
73,527
-37
13
$3.07M 1.86%
21,429
+146
14
$3.05M 1.84%
21,210
-174
15
$3.04M 1.84%
58,015
-97
16
$2.99M 1.81%
23,547
-100
17
$2.94M 1.78%
10,716
+119
18
$2.93M 1.77%
17,323
+376
19
$2.93M 1.77%
6,817
-16
20
$2.75M 1.66%
73,433
-174
21
$2.63M 1.59%
10,648
-726
22
$2.58M 1.56%
13,121
-10
23
$2.44M 1.47%
26,727
+204
24
$2.37M 1.43%
75,240
+213
25
$2.25M 1.36%
9,925
+42
1
2 3 4 5