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
$166M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$537K
2
+$319K
3
+$218K
4
DXCM icon
DexCom
DXCM
+$194K
5
PEP icon
PepsiCo
PEP
+$183K

Top Sells

1
+$699K
2
+$283K
3
+$250K
4
AAPL icon
Apple
AAPL
+$227K
5
T icon
AT&T
T
+$139K

Sector Composition

1 Technology 25.51%
2 Financials 11.83%
3 Healthcare 9.6%
4 Industrials 8.24%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 8.18%
36,176
+42
2
$11M 6.6%
56,965
-1,179
3
$5.35M 3.22%
31,426
-193
4
$5.14M 3.09%
16,534
+358
5
$4.97M 2.99%
35,612
+1,132
6
$4.9M 2.95%
98,960
+250
7
$3.92M 2.36%
20,388
-289
8
$3.64M 2.19%
21,350
+806
9
$3.44M 2.07%
68,112
+83
10
$3.42M 2.06%
31,376
+1,077
11
$3.39M 2.04%
25,885
+341
12
$3.38M 2.04%
100,486
+366
13
$2.86M 1.72%
6,310
+242
14
$2.86M 1.72%
26,341
-189
15
$2.75M 1.66%
17,570
+261
16
$2.72M 1.64%
7,858
+122
17
$2.62M 1.58%
17,882
+761
18
$2.54M 1.53%
12,645
+205
19
$2.51M 1.51%
16,206
-450
20
$2.38M 1.43%
63,396
+2,358
21
$2.32M 1.4%
9,978
-15
22
$2.14M 1.29%
21,206
+819
23
$2.06M 1.24%
6,954
-209
24
$1.96M 1.18%
19,429
-50
25
$1.95M 1.17%
38,851
-170
1
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