AF

Abound Financial Portfolio holdings

AUM $227M
This Quarter Est. Return
1 Year Est. Return
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
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
PWZ icon
176
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.12B
$18K 0.01%
+754
WFC icon
177
Wells Fargo
WFC
$272B
$17.7K 0.01%
+247
TXN icon
178
Texas Instruments
TXN
$154B
$17.6K 0.01%
+98
IEMG icon
179
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$17.5K 0.01%
+325
SCHA icon
180
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$17.2K 0.01%
+736
KMB icon
181
Kimberly-Clark
KMB
$39.5B
$17.1K 0.01%
+120
UPS icon
182
United Parcel Service
UPS
$73.9B
$16.9K 0.01%
+154
AMAT icon
183
Applied Materials
AMAT
$182B
$15.7K 0.01%
+108
GVA icon
184
Granite Construction
GVA
$4.58B
$15.4K 0.01%
+205
PAYX icon
185
Paychex
PAYX
$44.8B
$15.4K 0.01%
+100
DHR icon
186
Danaher
DHR
$158B
$15.4K 0.01%
+75
KEYS icon
187
Keysight
KEYS
$29.1B
$14.7K 0.01%
+98
DAPP icon
188
VanEck Digital Transformation ETF
DAPP
$447M
$14K 0.01%
+1,555
COO icon
189
Cooper Companies
COO
$14.6B
$13.8K 0.01%
+164
VEA icon
190
Vanguard FTSE Developed Markets ETF
VEA
$180B
$13.8K 0.01%
+272
COIN icon
191
Coinbase
COIN
$91.1B
$13.4K 0.01%
+78
YUM icon
192
Yum! Brands
YUM
$39.8B
$13.4K 0.01%
+85
WFC.PRL icon
193
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.93B
$12K 0.01%
+10
EFA icon
194
iShares MSCI EAFE ETF
EFA
$68.5B
$11.4K 0.01%
+140
MCK icon
195
McKesson
MCK
$99.7B
$11.4K 0.01%
+17
COP icon
196
ConocoPhillips
COP
$110B
$11.2K 0.01%
+107
VZ icon
197
Verizon
VZ
$164B
$11.2K 0.01%
+247
MDYV icon
198
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
$11.2K 0.01%
+145
CVNA icon
199
Carvana
CVNA
$48.5B
$10.2K 0.01%
+49
ONEQ icon
200
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.18B
$10.2K 0.01%
+150