AF

Abound Financial Portfolio holdings

AUM $258M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.37%
2 Consumer Discretionary 1.28%
3 Communication Services 1.23%
4 Financials 1.09%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FE icon
226
FirstEnergy
FE
$29.3B
$6.27K ﹤0.01%
+140
PEJ icon
227
Invesco Leisure and Entertainment ETF
PEJ
$252M
$6.13K ﹤0.01%
+100
IREN icon
228
Iris Energy
IREN
$13.9B
$5.85K ﹤0.01%
+155
ETH
229
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.67B
$5.7K ﹤0.01%
+203
PRU icon
230
Prudential Financial
PRU
$33B
$5.3K ﹤0.01%
+47
DFUV icon
231
Dimensional US Marketwide Value ETF
DFUV
$13.4B
$5.13K ﹤0.01%
+110
ROOT icon
232
Root
ROOT
$690M
$4.91K ﹤0.01%
+68
HIMS icon
233
Hims & Hers Health
HIMS
$5.9B
$4.87K ﹤0.01%
+150
NOW icon
234
ServiceNow
NOW
$121B
$4.6K ﹤0.01%
+30
MICC
235
The Magnum Ice Cream Company N.V.
MICC
$9.5B
$4.38K ﹤0.01%
+276
T icon
236
AT&T
T
$190B
$4.27K ﹤0.01%
+172
O icon
237
Realty Income
O
$60.3B
$4.17K ﹤0.01%
+74
SNOW icon
238
Snowflake
SNOW
$61.4B
$4.17K ﹤0.01%
+19
Q
239
Qnity Electronics Inc
Q
$24.4B
$4.08K ﹤0.01%
+50
DD icon
240
DuPont de Nemours
DD
$18.8B
$4.02K ﹤0.01%
+100
ACHC icon
241
Acadia Healthcare
ACHC
$2.2B
$3.83K ﹤0.01%
+270
BYRN icon
242
Byrna Technologies
BYRN
$240M
$3.36K ﹤0.01%
+200
UBER icon
243
Uber
UBER
$154B
$3.27K ﹤0.01%
+40
OTIS icon
244
Otis Worldwide
OTIS
$32.9B
$3.23K ﹤0.01%
+37
HYPD
245
Hyperion DeFi Inc
HYPD
$28.6M
$3.17K ﹤0.01%
+890
DAWN icon
246
Day One Biopharmaceuticals
DAWN
$2.2B
$3.05K ﹤0.01%
+327
KHC icon
247
Kraft Heinz
KHC
$27.4B
$3.01K ﹤0.01%
+124
TFC icon
248
Truist Financial
TFC
$57B
$2.85K ﹤0.01%
+58
PAGP icon
249
Plains GP Holdings
PAGP
$4.63B
$2.55K ﹤0.01%
+133
PTEN icon
250
Patterson-UTI
PTEN
$3.74B
$2.44K ﹤0.01%
+400