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
$193M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$435K
3
+$389K
4
GS icon
Goldman Sachs
GS
+$327K
5
AVGO icon
Broadcom
AVGO
+$326K

Top Sells

1
+$598K
2
+$244K
3
+$205K
4
AAPL icon
Apple
AAPL
+$199K
5
LYB icon
LyondellBasell Industries
LYB
+$137K

Sector Composition

1 Technology 25.21%
2 Financials 13.12%
3 Healthcare 8.51%
4 Industrials 7.47%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 6.72%
34,529
-315
2
$12.2M 6.35%
55,137
-897
3
$8.26M 4.28%
76,169
-2,250
4
$7.65M 3.97%
31,171
+137
5
$6.49M 3.37%
17,510
+43
6
$5.69M 2.95%
36,820
+464
7
$4.28M 2.22%
22,058
-307
8
$4.15M 2.16%
20,123
-310
9
$4.14M 2.15%
99,155
-333
10
$3.97M 2.06%
64,296
+7
11
$3.88M 2.01%
77,955
+1,121
12
$3.81M 1.98%
27,272
+628
13
$3.16M 1.64%
15,071
-150
14
$3.15M 1.63%
18,477
+751
15
$3.12M 1.62%
16,392
+793
16
$2.97M 1.54%
8,097
+208
17
$2.91M 1.51%
6,511
+364
18
$2.87M 1.49%
31,990
-18
19
$2.57M 1.33%
40,815
+1,260
20
$2.53M 1.32%
15,285
-505
21
$2.51M 1.3%
9,690
-113
22
$2.45M 1.27%
12,306
-265
23
$2.11M 1.09%
18,075
-25
24
$2.07M 1.07%
6,630
-63
25
$2.05M 1.07%
18,429
-460
1
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