AF

Abound Financial Portfolio holdings

AUM $250M
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.2M
3
+$1.19M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$631K
5
MSTR icon
Strategy Inc
MSTR
+$504K

Top Sells

1
+$2.14M
2
+$1.86M
3
+$601K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$384K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$237K

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 1.41%
3 Financials 1.39%
4 Communication Services 1.16%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.78K ﹤0.01%
+6
227
$4.77K ﹤0.01%
+50
228
$4.53K ﹤0.01%
+110
229
$4.43K ﹤0.01%
+150
230
$4.29K ﹤0.01%
+74
231
$4.21K ﹤0.01%
+247
232
$4.15K ﹤0.01%
+134
233
$3.82K ﹤0.01%
+37
234
$3.77K ﹤0.01%
+124
235
$3.5K ﹤0.01%
+203
236
$3.37K ﹤0.01%
+200
237
$3.29K ﹤0.01%
+400
238
$3.18K ﹤0.01%
+47
239
$2.91K ﹤0.01%
+40
240
$2.84K ﹤0.01%
+133
241
$2.78K ﹤0.01%
+19
242
$2.59K ﹤0.01%
+327
243
$2.55K ﹤0.01%
+9
244
$2.51K ﹤0.01%
+80
245
$2.39K ﹤0.01%
+58
246
$2.29K ﹤0.01%
+1,520
247
$2.26K ﹤0.01%
+20
248
$2.18K ﹤0.01%
+112
249
$1.91K ﹤0.01%
+16
250
$1.9K ﹤0.01%
+300
7 8 9
10
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