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
251
$1.78K ﹤0.01%
+300
252
$1.62K ﹤0.01%
+452
253
$1.6K ﹤0.01%
+21
254
$1.2K ﹤0.01%
+15
255
$1K ﹤0.01%
+100
256
$914 ﹤0.01%
+5
257
$876 ﹤0.01%
+29
258
$782 ﹤0.01%
+70
259
$758 ﹤0.01%
+115
260
$709 ﹤0.01%
+74
261
$639 ﹤0.01%
+2
262
$530 ﹤0.01%
+57
263
$312 ﹤0.01%
+8
264
$286 ﹤0.01%
+4
265
$255 ﹤0.01%
+122
266
$217 ﹤0.01%
+2
267
$163 ﹤0.01%
+7
268
$135 ﹤0.01%
+31
269
$43 ﹤0.01%
+4
270
– –
-4,956
7 8 9 10
11