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
151
$28.5K 0.01%
+421
152
$27.7K 0.01%
+209
153
$27.4K 0.01%
+261
154
$27.4K 0.01%
+800
155
$26.8K 0.01%
+698
156
$25.2K 0.01%
+109
157
$25.2K 0.01%
+372
158
$23.4K 0.01%
+277
159
$23.2K 0.01%
+158
160
$23.1K 0.01%
+1,345
161
$22.1K 0.01%
+246
162
$21.8K 0.01%
+100
163
$21.7K 0.01%
+250
164
$21.4K 0.01%
+191
165
$20.9K 0.01%
+100
166
$20K 0.01%
+178
167
$19.7K 0.01%
+473
168
$19.6K 0.01%
+131
169
$19.5K 0.01%
+200
170
$19.5K 0.01%
+269
171
$19.2K 0.01%
+666
172
$18.9K 0.01%
+80
173
$18.8K 0.01%
+2,673
174
$18.7K 0.01%
+292
175
$18.1K 0.01%
+216
5 6
7
8 9