AF
Abound Financial Portfolio holdings
AUM
$227M
1 Year Est. Return
–
AUM
$227M
AUM Growth
+$29.6M
(+15%)
Holding
270
Top Buys
| 1 | +$15.4M | |
| 2 | +$3.4M | |
| 3 | +$2.34M | |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$2.31M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.8M |
Top Sells
| 1 | +$3.81M | |
| 2 | +$2.42M | |
| 3 | +$1.6M | |
| 4 |
IQVIA
IQV
|
+$450K |
| 5 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
+$236K |
Sector Composition
| 1 | Technology | 4.25% |
| 2 | Communication Services | 1.1% |
| 3 | Consumer Discretionary | 1.07% |
| 4 | Financials | 0.98% |
| 5 | Energy | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
CarMax
KMX
$6.5B
| – | – |
-1,403
|
|
||
252
Coca-Cola
KO
$300B
| – | – |
-4
|
|
||
253
L3Harris
LHX
$54.9B
| – | – |
-100
|
|
||
254
Linde
LIN
$211B
| – | – |
-88
|
|
||
255
Eli Lilly
LLY
$740B
| – | – |
-150
|
|
||
256
Lockheed Martin
LMT
$112B
| – | – |
-115
|
|
||
257
Lowe's Companies
LOW
$136B
| – | – |
-493
|
|
||
258
LPL Financial
LPLA
$27.2B
| – | – |
-2
|
|
||
259
Life Time Group Holdings
LTH
$5.7B
| – | – |
-29
|
|
||
260
lululemon athletica
LULU
$21.1B
| – | – |
-9
|
|
||
261
Mattel
MAT
$5.94B
| – | – |
-112
|
|
||
262
McDonald's
MCD
$218B
| – | – |
-96
|
|
||
263
McKesson
MCK
$99.7B
| – | – |
-17
|
|
||
264
Mondelez International
MDLZ
$78.9B
| – | – |
-372
|
|
||
265
Medtronic
MDT
$120B
| – | – |
-77
|
|
||
266
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
| – | – |
-74
|
|
||
267
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
| – | – |
-145
|
|
||
268
3M
MMM
$89.5B
| – | – |
-158
|
|
||
269
Altria Group
MO
$109B
| – | – |
-664
|
|
||
270
Topgolf Callaway Brands
MODG
$1.85B
| – | – |
-115
|
|