AF

Abound Financial Portfolio holdings

AUM $227M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.2M
3 +$1.19M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$631K
5
MSTR icon
Strategy Inc
MSTR
+$504K

Top Sells

1 +$2.14M
2 +$1.86M
3 +$601K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$384K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$237K

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 1.41%
3 Financials 1.39%
4 Communication Services 1.16%
5 Healthcare 1.04%