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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
$250M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.25M
3
+$871K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$460K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$386K

Top Sells

1
+$2.2M
2
+$899K
3
+$762K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$710K
5
MSTR icon
Strategy Inc
MSTR
+$250K

Sector Composition

1 Technology 3.6%
2 Communication Services 1.18%
3 Consumer Discretionary 1%
4 Financials 0.88%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.56%
4,356
-673
27
$1.15M 0.46%
1,569
28
$1.04M 0.42%
2,336
-471
29
$1.03M 0.41%
1,817
30
$929K 0.37%
18,414
-144
31
$925K 0.37%
+29,353
32
$786K 0.31%
1,563
-63
33
$781K 0.31%
4,386
-172
34
$780K 0.31%
4,128
35
$735K 0.29%
11,305
+587
36
$718K 0.29%
2,200
37
$695K 0.28%
15,855
-62
38
$681K 0.27%
6,850
+29
39
$660K 0.26%
2,345
-205
40
$632K 0.25%
2,263
-46
41
$621K 0.25%
6,199
-87
42
$589K 0.24%
1,883
-53
43
$541K 0.22%
2,463
44
$524K 0.21%
2,425
45
$500K 0.2%
839
46
$476K 0.19%
5,304
47
$441K 0.18%
4,442
48
$435K 0.17%
725
-10
49
$396K 0.16%
4,681
50
$388K 0.16%
5,706
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