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AF

Abound Financial Portfolio holdings

AUM $229M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$608K
3
+$506K
4
WFC icon
Wells Fargo
WFC
+$244K
5
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$96.8K

Top Sells

1
+$6M
2
+$3.38M
3
+$3.09M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.38M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.1M

Sector Composition

1 Technology 3.29%
2 Consumer Discretionary 1.27%
3 Financials 1.24%
4 Communication Services 1.12%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
226
Medtronic
MDT
$103B
$6.67K ﹤0.01%
77
ACHC icon
227
Acadia Healthcare
ACHC
$2.2B
$6.32K ﹤0.01%
270
SHOP icon
228
Shopify
SHOP
$140B
$5.93K ﹤0.01%
50
CIFR icon
229
Cipher Digital Inc
CIFR
$8.6B
$5.88K ﹤0.01%
457
XLE icon
230
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$5.88K ﹤0.01%
96
-18,132
BDX icon
231
Becton Dickinson
BDX
$40.7B
$5.82K ﹤0.01%
37
PEJ icon
232
Invesco Leisure and Entertainment ETF
PEJ
$249M
$5.8K ﹤0.01%
100
Q
233
Qnity Electronics Inc
Q
$29.3B
$5.77K ﹤0.01%
50
DFUV icon
234
Dimensional US Marketwide Value ETF
DFUV
$14.8B
$5.33K ﹤0.01%
110
IREN icon
235
Iris Energy
IREN
$18.4B
$5.31K ﹤0.01%
155
MELI icon
236
Mercado Libre
MELI
$80.5B
$5.19K ﹤0.01%
+3
T icon
237
AT&T
T
$161B
$4.99K ﹤0.01%
172
HQH
238
abrdn Healthcare Investors
HQH
$1.07B
$4.77K ﹤0.01%
268
-7,214
PRU icon
239
Prudential Financial
PRU
$36.5B
$4.59K ﹤0.01%
47
DD icon
240
DuPont de Nemours
DD
$18.3B
$4.58K ﹤0.01%
100
O icon
241
Realty Income
O
$57.9B
$4.53K ﹤0.01%
74
PTEN icon
242
Patterson-UTI
PTEN
$4.56B
$4.33K ﹤0.01%
400
ETH
243
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.48B
$4.03K ﹤0.01%
203
AFRM icon
244
Affirm
AFRM
$21B
$3.9K ﹤0.01%
85
PAGP icon
245
Plains GP Holdings
PAGP
$4.87B
$3.23K ﹤0.01%
133
NOW icon
246
ServiceNow
NOW
$109B
$3.14K ﹤0.01%
30
HIMS icon
247
Hims & Hers Health
HIMS
$6.43B
$3.11K ﹤0.01%
150
HYPD
248
Hyperion DeFi Inc
HYPD
$38.2M
$3.07K ﹤0.01%
890
ROOT icon
249
Root
ROOT
$854M
$3K ﹤0.01%
68
OTIS icon
250
Otis Worldwide
OTIS
$26.7B
$2.85K ﹤0.01%
37
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