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
126
$41.1K 0.02%
+88
127
$40.3K 0.02%
+105
128
$39.9K 0.02%
+664
129
$39.7K 0.02%
+965
130
$39.7K 0.02%
+156
131
$39.7K 0.02%
+174
132
$39.3K 0.02%
+256
133
$38.5K 0.02%
+202
134
$38.3K 0.02%
+157
135
$38K 0.02%
+172
136
$38K 0.02%
+1,040
137
$36.3K 0.02%
+908
138
$35.4K 0.02%
+624
139
$35.3K 0.02%
+135
140
$34.1K 0.02%
+323
141
$32.6K 0.02%
+2,143
142
$32.4K 0.02%
+542
143
$31.9K 0.02%
+117
144
$31.5K 0.02%
+550
145
$31.2K 0.02%
+85
146
$30.6K 0.02%
+114
147
$29.9K 0.02%
+382
148
$29.9K 0.02%
+96
149
$29.5K 0.01%
+141
150
$28.9K 0.01%
+783
4 5
6
7 8