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
$146M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$272K
3
+$249K
4
KO icon
Coca-Cola
KO
+$245K
5
SHOP icon
Shopify
SHOP
+$238K

Top Sells

1
+$615K
2
+$582K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$527K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 19.59%
2 Healthcare 13.14%
3 Financials 12.13%
4 Industrials 9.17%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.17M 6.27%
38,254
+688
2
$7.6M 5.2%
58,493
-3,729
3
$4.42M 3.03%
32,982
-1,369
4
$3.65M 2.5%
32,904
-2,298
5
$3.52M 2.41%
106,311
-6,514
6
$3.42M 2.34%
71,752
-2,090
7
$3.4M 2.32%
18,802
-250
8
$3.35M 2.29%
15,737
-2,072
9
$3.27M 2.24%
6,718
-24
10
$3.21M 2.2%
27,442
-1,960
11
$3.13M 2.14%
35,530
-2,160
12
$3.13M 2.14%
17,698
+301
13
$2.92M 2%
19,253
-2,181
14
$2.89M 1.97%
17,856
-906
15
$2.81M 1.92%
54,906
-2,364
16
$2.79M 1.91%
18,413
-299
17
$2.66M 1.82%
21,362
-2,185
18
$2.61M 1.79%
8,271
-450
19
$2.39M 1.64%
13,719
-3,529
20
$2.25M 1.54%
22,530
-1,105
21
$2.14M 1.46%
10,486
-2,585
22
$2.04M 1.4%
21,259
-1,725
23
$2M 1.37%
58,620
-2,493
24
$1.98M 1.35%
7,496
-419
25
$1.96M 1.34%
26,445
-852
1
2 3 4 5