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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
51
$380K 0.15%
1,114
-30
52
$326K 0.13%
992
53
$304K 0.12%
7,870
-45
54
$293K 0.12%
12,008
-132
55
$270K 0.11%
4,495
+1
56
$262K 0.11%
1,980
57
$260K 0.1%
1,133
-136
58
$260K 0.1%
2,101
+15
59
$257K 0.1%
1,559
60
$255K 0.1%
1,574
-76
61
$251K 0.1%
1,968
+10
62
$243K 0.1%
3,322
63
$229K 0.09%
1,956
64
$229K 0.09%
1,361
-172
65
$215K 0.09%
2,435
+18
66
$207K 0.08%
+4,687
67
$204K 0.08%
730
68
$203K 0.08%
1,804
-74
69
$114K 0.05%
+13,036
70
$60.2K 0.02%
+10,000
71
– –
-88,787
72
– –
-20,162
1 2
3