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
$250M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$1.3M
3
+$925K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$467K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$399K

Top Sells

1
+$2.2M
2
+$1M
3
+$773K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$737K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$238K

Sector Composition

1 Technology 3.6%
2 Communication Services 1.18%
3 Consumer Discretionary 1%
4 Financials 0.88%
5 Energy 0.45%

No holdings matched the selected filter criteria.

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