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
MAT icon
251
Mattel
MAT
$4.87B
$2.22K ﹤0.01%
+112
KD icon
252
Kyndryl
KD
$2.86B
$2.13K ﹤0.01%
+80
ZEO
253
Zeo Energy
ZEO
$31.4M
$1.66K ﹤0.01%
+1,520
ORBS
254
Eightco Holdings
ORBS
$160M
$1.5K ﹤0.01%
+870
UA icon
255
Under Armour Class C
UA
$2.68B
$1.44K ﹤0.01%
+300
CALY
256
Callaway Golf Company
CALY
$2.56B
$1.34K ﹤0.01%
+115
DGRW icon
257
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.8B
$1.34K ﹤0.01%
+15
PURR
258
Hyperliquid Strategies Inc
PURR
$723M
$1.27K ﹤0.01%
+357
DASH icon
259
DoorDash
DASH
$73.6B
$1.13K ﹤0.01%
+5
CMP icon
260
Compass Minerals
CMP
$962M
$1.12K ﹤0.01%
+57
CLOV icon
261
Clover Health Investments
CLOV
$1.06B
$1.06K ﹤0.01%
+452
GTM
262
ZoomInfo Technologies
GTM
$1.92B
$1.02K ﹤0.01%
+100
AGNC icon
263
AGNC Investment
AGNC
$11.8B
$793 ﹤0.01%
+74
LTH icon
264
Life Time Group Holdings
LTH
$5.91B
$771 ﹤0.01%
+29
LPLA icon
265
LPL Financial
LPLA
$24.3B
$700 ﹤0.01%
+2
XLK icon
266
State Street Technology Select Sector SPDR ETF
XLK
$88.7B
$576 ﹤0.01%
+4
XLC icon
267
State Street Communication Services Select Sector SPDR ETF
XLC
$26.5B
$353 ﹤0.01%
3
-25,460
AEM icon
268
Agnico Eagle Mines
AEM
$111B
$339 ﹤0.01%
+2
XLI icon
269
State Street Industrial Select Sector SPDR ETF
XLI
$29.7B
$310 ﹤0.01%
+2
KO icon
270
Coca-Cola
KO
$334B
$280 ﹤0.01%
+4
SOLV icon
271
Solventum
SOLV
$11.7B
$238 ﹤0.01%
+3
AGG icon
272
iShares Core US Aggregate Bond ETF
AGG
$139B
$200 ﹤0.01%
2
-6,197
XLV icon
273
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
$155 ﹤0.01%
+1
BRCC icon
274
BRC Inc
BRCC
$108M
$135 ﹤0.01%
+122
WBD icon
275
Warner Bros
WBD
$68.9B
$115 ﹤0.01%
+4