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
$140M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$323K
3
+$228K
4
BX icon
Blackstone
BX
+$47.7K
5
NVDA icon
NVIDIA
NVDA
+$32.7K

Top Sells

1
+$1.11M
2
+$817K
3
+$766K
4
MCD icon
McDonald's
MCD
+$631K
5
AAPL icon
Apple
AAPL
+$571K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.24%
3 Financials 11.48%
4 Industrials 7.79%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.75M 6.23%
37,566
-4,781
2
$8.6M 6.12%
62,222
-4,135
3
$3.81M 2.71%
17,809
-24
4
$3.6M 2.57%
37,690
+10
5
$3.59M 2.56%
34,351
-7,332
6
$3.41M 2.43%
112,825
-7,994
7
$3.11M 2.21%
19,052
8
$3.03M 2.16%
35,202
+76
9
$2.95M 2.1%
73,842
+315
10
$2.9M 2.06%
21,434
+5
11
$2.85M 2.03%
17,248
-75
12
$2.84M 2.02%
17,397
-2,908
13
$2.8M 1.99%
23,547
14
$2.6M 1.85%
6,742
-75
15
$2.52M 1.79%
18,762
-3,200
16
$2.51M 1.78%
57,270
-745
17
$2.46M 1.75%
13,071
-50
18
$2.44M 1.74%
29,402
-6,187
19
$2.41M 1.71%
8,721
-1,995
20
$2.36M 1.68%
18,712
-2,498
21
$2.29M 1.63%
27,297
+570
22
$2.06M 1.47%
21,605
-299
23
$1.95M 1.39%
23,635
+302
24
$1.94M 1.38%
17,150
+70
25
$1.86M 1.33%
19,774
1
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