We are live on ! Find out more
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

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
KHC icon
251
Kraft Heinz
KHC
$28.5B
$2.79K ﹤0.01%
124
TFC icon
252
Truist Financial
TFC
$62B
$2.67K ﹤0.01%
58
MICC
253
The Magnum Ice Cream Company N.V.
MICC
$10.9B
$2.41K ﹤0.01%
161
-115
HOOD icon
254
Robinhood
HOOD
$77.8B
$2.29K ﹤0.01%
+33
BYRN icon
255
Byrna Technologies
BYRN
$142M
$1.84K ﹤0.01%
200
PURR
256
Hyperliquid Strategies Inc
PURR
$1.09B
$1.82K ﹤0.01%
357
GEV icon
257
GE Vernova
GEV
$233B
$1.75K ﹤0.01%
+2
NVDA icon
258
NVIDIA
NVDA
$4.85T
$1.74K ﹤0.01%
+10
UA icon
259
Under Armour Class C
UA
$2.36B
$1.74K ﹤0.01%
300
MAT icon
260
Mattel
MAT
$4.27B
$1.63K ﹤0.01%
112
CALY
261
Callaway Golf Company
CALY
$2.92B
$1.6K ﹤0.01%
115
CMP icon
262
Compass Minerals
CMP
$1.21B
$1.33K ﹤0.01%
57
DGRW icon
263
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$1.32K ﹤0.01%
15
KD icon
264
Kyndryl
KD
$2.47B
$1.05K ﹤0.01%
80
ZEO
265
Zeo Energy
ZEO
$27.4M
$872 ﹤0.01%
1,520
ORBS
266
Eightco Holdings
ORBS
$345M
$811 ﹤0.01%
870
CLOV icon
267
Clover Health Investments
CLOV
$2.58B
$796 ﹤0.01%
452
LTH icon
268
Life Time Group Holdings
LTH
$7.43B
$781 ﹤0.01%
29
GTM
269
ZoomInfo Technologies
GTM
$796M
$598 ﹤0.01%
100
XLK icon
270
State Street Technology Select Sector SPDR ETF
XLK
$115B
$532 ﹤0.01%
4
RUM icon
271
Rumble
RUM
$1.51B
$510 ﹤0.01%
+100
VSNT
272
Versant Media Group
VSNT
$5.59B
$444 ﹤0.01%
+12
AEM icon
273
Agnico Eagle Mines
AEM
$76.2B
$406 ﹤0.01%
2
XLC icon
274
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
$333 ﹤0.01%
3
XLI icon
275
State Street Industrial Select Sector SPDR ETF
XLI
$29.7B
$323 ﹤0.01%
2