AF
Abound Financial Portfolio holdings
AUM
$258M
1-Year Est. Return
16.55%
This Fund
S&P 500
1 Year Est. Return
+16.55%
AUM
$258M
AUM Growth
+$8.5M
(+3.4%)
Holding
278
Top Buys
| 1 | +$8.52M | |
| 2 | +$8.45M | |
| 3 | +$906K | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$812K |
| 5 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$749K |
Top Sells
| 1 | +$5.75M | |
| 2 | +$5.72M | |
| 3 | +$2.93M | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$2.73M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.63M |
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 | |
|---|---|---|---|---|---|---|
276
Bumble
BMBL
$326M
| $111 | ﹤0.01% |
+31
|
|
||
277
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.83B
| – | – |
-2,435
|
|
||
|
PCQ
278
Pimco California Municipal Income Fund
PCQ
$168M
| – | – |
-13,036
|
|