AF

Abound Financial Portfolio holdings

AUM $250M
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
State Street 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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78.8K 0.04%
+595
102
$74.4K 0.04%
+806
103
$71.2K 0.04%
+400
104
$68.8K 0.03%
+415
105
$67.7K 0.03%
+230
106
$66.1K 0.03%
+328
107
$64.8K 0.03%
+325
108
$60.8K 0.03%
+389
109
$57.6K 0.03%
+306
110
$56.2K 0.03%
+195
111
$54.7K 0.03%
+886
112
$54K 0.03%
2,838
-97,764
113
$53K 0.03%
+300
114
$52.3K 0.03%
+299
115
$52.1K 0.03%
+1,000
116
$51.5K 0.03%
+115
117
$50.2K 0.03%
+1,233
118
$49.4K 0.03%
+1,173
119
$49.2K 0.02%
+1,941
120
$44.8K 0.02%
+354
121
$43.9K 0.02%
+81
122
$43.1K 0.02%
+413
123
$42.8K 0.02%
+250
124
$42K 0.02%
+970
125
$41.2K 0.02%
+153
3 4
5
6 7