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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
CRM icon
151
Salesforce
CRM
$140B
$27.1K 0.01%
145
HMOP icon
152
Hartford Municipal Opportunities ETF
HMOP
$768M
$27K 0.01%
698
TOWN icon
153
Towne Bank
TOWN
$3.2B
$26.9K 0.01%
800
USMC icon
154
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.37B
$26.9K 0.01%
418
GILD icon
155
Gilead Sciences
GILD
$151B
$26.6K 0.01%
191
BTC
156
Grayscale Bitcoin Mini Trust ETF
BTC
$3.28B
$26.2K 0.01%
873
BNY
157
Bank of New York Mellon
BNY
$95.9B
$25.6K 0.01%
216
ADBE icon
158
Adobe
ADBE
$94.3B
$25.5K 0.01%
105
GVA icon
159
Granite Construction
GVA
$5.94B
$24.5K 0.01%
205
IJS icon
160
iShares S&P Small-Cap 600 Value ETF
IJS
$7.89B
$23.7K 0.01%
200
PCG icon
161
PG&E
PCG
$36.8B
$23.6K 0.01%
1,345
CTRA
162
DELISTED
Coterra Energy
CTRA
$23.4K 0.01%
666
DAPP icon
163
VanEck Digital Transformation ETF
DAPP
$413M
$23.2K 0.01%
1,555
NSC icon
164
Norfolk Southern
NSC
$69.4B
$23K 0.01%
80
CMCSA icon
165
Comcast
CMCSA
$85.6B
$22.5K 0.01%
784
DFAS icon
166
Dimensional US Small Cap ETF
DFAS
$14.3B
$22.2K 0.01%
312
IYT icon
167
iShares US Transportation ETF
IYT
$2.35B
$21.8K 0.01%
292
ABT icon
168
Abbott
ABT
$155B
$21.5K 0.01%
209
MDLZ icon
169
Mondelez International
MDLZ
$82.4B
$21.4K 0.01%
372
BAC icon
170
Bank of America
BAC
$387B
$21.4K 0.01%
438
-35
CHKP icon
171
Check Point Software Technologies
CHKP
$13.1B
$21.1K 0.01%
148
QRVO icon
172
Qorvo
QRVO
$8.36B
$20.8K 0.01%
269
PLD icon
173
Prologis
PLD
$136B
$20.6K 0.01%
156
-16
PEP icon
174
PepsiCo
PEP
$197B
$20.3K 0.01%
131
MAS icon
175
Masco
MAS
$14.3B
$20.3K 0.01%
336