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AFM

Abbot Financial Management Portfolio holdings

AUM $235M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$582K
3
+$485K
4
MRK icon
Merck
MRK
+$232K
5
GLD icon
SPDR Gold Trust
GLD
+$209K

Top Sells

1
+$813K
2
+$430K
3
+$243K
4
BG icon
Bunge Global
BG
+$216K
5
ADBE icon
Adobe
ADBE
+$210K

Sector Composition

1 Technology 28.35%
2 Financials 13.02%
3 Healthcare 7.43%
4 Industrials 6.96%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 7.51%
33,920
-233
2
$14.2M 6.08%
55,866
-1,077
3
$14M 5.98%
74,992
-398
4
$9.63M 4.11%
30,533
-239
5
$8.88M 3.8%
36,547
-332
6
$8.28M 3.54%
103,536
+60
7
$5.54M 2.37%
39,336
-360
8
$5.02M 2.14%
97,303
-2,560
9
$5.02M 2.14%
29,374
+102
10
$4.71M 2.01%
21,817
-297
11
$4.3M 1.84%
62,826
-994
12
$4.23M 1.81%
78,553
+1,313
13
$3.68M 1.57%
16,782
+55
14
$3.44M 1.47%
41,955
-1,200
15
$3.39M 1.45%
14,646
-100
16
$3.35M 1.43%
6,719
+50
17
$3.34M 1.43%
8,249
-25
18
$3.24M 1.38%
42,588
-465
19
$3.1M 1.33%
36,988
+2,811
20
$2.84M 1.21%
18,466
-5
21
$2.77M 1.19%
14,962
-289
22
$2.77M 1.18%
17,425
-650
23
$2.76M 1.18%
37,580
-680
24
$2.42M 1.03%
10,009
-212
25
$2.33M 1%
18,207
-135
1
2 3 4 5