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AF
Abound Financial Portfolio holdings
AUM
$229M
1-Year Est. Return
17.03%
This Fund
S&P 500
1 Year Est. Return
+17.03%
AUM
$229M
AUM Growth
-$29.5M
(-11%)
Holding
291
Top Buys
| 1 | +$2.02M | |
| 2 | +$608K | |
| 3 | +$506K | |
| 4 |
Wells Fargo
WFC
|
+$244K |
| 5 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
+$96.8K |
Top Sells
| 1 | +$6M | |
| 2 | +$3.38M | |
| 3 | +$3.09M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$2.38M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$2.1M |
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 | |
|---|---|---|---|---|---|---|
276
Coca-Cola
KO
$360B
| $304 | ﹤0.01% |
4
|
|
||
277
GE HealthCare
GEHC
$29B
| $214 | ﹤0.01% |
+3
|
|
||
278
Cloudflare
NET
$77.6B
| $206 | ﹤0.01% |
+1
|
|
||
279
iShares Core US Aggregate Bond ETF
AGG
$136B
| $199 | ﹤0.01% |
2
|
|
||
280
State Street Health Care Select Sector SPDR ETF
XLV
$39B
| $147 | ﹤0.01% |
1
|
|
||
281
Warner Bros
WBD
$65.8B
| $110 | ﹤0.01% |
4
|
|
||
282
Bumble
BMBL
$353M
| $101 | ﹤0.01% |
31
|
|
||
283
BRC Inc
BRCC
$147M
| $95 | ﹤0.01% |
122
|
|
||
284
AGNC Investment
AGNC
$11.7B
| – | – |
-74
|
|
||
285
DoorDash
DASH
$65.8B
| – | – |
-5
|
|
||
286
Diageo
DEO
$44.3B
| – | – |
-261
|
|
||
|
FSCO
287
FS Credit Opportunities Corp
FSCO
$975M
| – | – |
-2,673
|
|
||
288
Nike
NKE
$65.1B
| – | – |
-140
|
|
||
289
Royal Gold
RGLD
$16.7B
| – | – |
-90
|
|
||
290
Snowflake
SNOW
$83.1B
| – | – |
-19
|
|
||
291
Solventum
SOLV
$14B
| – | – |
-3
|
|