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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
$229M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$608K
3 +$506K
4
WFC icon
Wells Fargo
WFC
+$244K
5
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$96.8K

Sector Composition

1 Technology 3.29%
2 Consumer Discretionary 1.27%
3 Financials 1.24%
4 Communication Services 1.12%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DUK icon
126
Duke Energy
DUK
$97.5B
$42.3K 0.02%
323
ECL icon
127
Ecolab
ECL
$72.3B
$41.6K 0.02%
156
GD icon
128
General Dynamics
GD
$92.2B
$40.2K 0.02%
117
WMB icon
129
Williams Companies
WMB
$88.4B
$39.4K 0.02%
542
PLTR icon
130
Palantir
PLTR
$312B
$39.1K 0.02%
267
SPVM icon
131
Invesco S&P 500 Value with Momentum ETF
SPVM
$123M
$38.7K 0.02%
562
+3
CRCL
132
Circle Internet Group
CRCL
$19.6B
$38.2K 0.02%
+400
AXP icon
133
American Express
AXP
$214B
$37K 0.02%
122
LIN icon
134
Linde
LIN
$235B
$36.9K 0.02%
75
-9
GRAB icon
135
Grab
GRAB
$13.4B
$36.6K 0.02%
10,000
ETHE
136
Grayscale Ethereum Staking ETF Shares
ETHE
$1.32B
$36.6K 0.02%
2,143
SLYV icon
137
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.68B
$36.1K 0.02%
382
PFE icon
138
Pfizer
PFE
$146B
$34.8K 0.02%
1,238
LHX icon
139
L3Harris
LHX
$56.4B
$34.5K 0.02%
100
ABNB icon
140
Airbnb
ABNB
$76.6B
$34.5K 0.02%
273
-16
ICLR icon
141
Icon
ICLR
$11.1B
$33.1K 0.01%
299
QCOM icon
142
Qualcomm
QCOM
$202B
$33K 0.01%
256
DFUS icon
143
Dimensional US Equity ETF
DFUS
$19.9B
$32.5K 0.01%
458
ADSK icon
144
Autodesk
ADSK
$46.7B
$32.3K 0.01%
135
ABBV icon
145
AbbVie
ABBV
$397B
$30.7K 0.01%
141
MCD icon
146
McDonald's
MCD
$201B
$30.3K 0.01%
98
+1
KMX icon
147
CarMax
KMX
$6.88B
$30.1K 0.01%
725
-290
MRK icon
148
Merck
MRK
$294B
$29.6K 0.01%
246
HD icon
149
Home Depot
HD
$318B
$28K 0.01%
85
KEYS icon
150
Keysight
KEYS
$55.4B
$27.7K 0.01%
98