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Home > Institutional Investor > Abbot Financial Management, Inc. > Profile

Instuitional Investor - Abbot Financial Management, Inc.

Fund Profile
Filing Period:
Fund Name: Abbot Financial Management, Inc.
Portfolio Value $166,217,444
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 36,176 $13,603,623 8.18%
2.
Apple Inc.
 AAPL 56,965 $10,967,510 6.59%
3.
Jpmorgan Chase & Co
 JPM 31,426 $5,345,495 3.21%
4.
Vanguard Index Fds
 16,534 $5,139,997 3.09%
5.
Alphabet Inc.
 GOOG 35,612 $4,974,640 2.99%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)