We are live on ! Find out more
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
$227M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.06M
3
+$2.21M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.17M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.79M

Top Sells

1
+$3.81M
2
+$2.42M
3
+$1.6M
4
IQV icon
IQVIA
IQV
+$450K
5
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$236K

Sector Composition

1 Technology 4.25%
2 Communication Services 1.1%
3 Consumer Discretionary 1.07%
4 Financials 0.98%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-754
77
– –
-256
78
– –
-269
79
– –
-924
80
– –
-68
81
– –
-673
82
– –
-595
83
– –
-736
84
– –
-1,173
85
– –
-50
86
– –
-624
87
– –
-134
88
– –
-382
89
– –
-19
90
– –
-168
91
– –
-550
92
– –
-225
93
– –
-965
94
– –
-323
95
– –
-120
96
– –
-172
97
– –
-908
98
– –
-58
99
– –
-413
100
– –
-300
2 3
4
5 6