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
$181M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$450K
3
+$222K
4
SYK icon
Stryker
SYK
+$217K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Top Sells

1
+$1.01M
2
+$478K
3
+$174K
4
PFE icon
Pfizer
PFE
+$160K
5
BA icon
Boeing
BA
+$140K

Sector Composition

1 Technology 25.17%
2 Financials 11.85%
3 Healthcare 9.78%
4 Industrials 8.12%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 8.13%
35,041
-1,135
2
$9.84M 5.43%
57,408
+443
3
$7.93M 4.38%
87,810
-11,150
4
$6.27M 3.46%
31,320
-106
5
$5.75M 3.17%
16,700
+166
6
$5.46M 3.01%
36,144
+532
7
$4.25M 2.34%
20,393
+5
8
$4.11M 2.27%
31,158
-218
9
$3.97M 2.19%
21,717
+367
10
$3.82M 2.11%
100,840
+354
11
$3.44M 1.9%
26,215
+330
12
$3.36M 1.85%
67,280
-832
13
$3.02M 1.66%
7,865
+7
14
$2.95M 1.63%
16,206
15
$2.89M 1.6%
17,823
-59
16
$2.88M 1.59%
6,326
+16
17
$2.69M 1.48%
16,996
-574
18
$2.67M 1.47%
63,381
-15
19
$2.65M 1.46%
12,620
-25
20
$2.48M 1.37%
9,938
-40
21
$2.44M 1.34%
25,912
-429
22
$2.29M 1.27%
12,711
-100
23
$2.22M 1.23%
21,689
+483
24
$2.2M 1.21%
19,409
-425
25
$2.02M 1.11%
35,812
+1,235
1
2 3 4 5