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

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
176
$18K 0.01%
+754
177
$17.7K 0.01%
+247
178
$17.6K 0.01%
+98
179
$17.5K 0.01%
+325
180
$17.2K 0.01%
+736
181
$17.1K 0.01%
+120
182
$16.9K 0.01%
+154
183
$15.7K 0.01%
+108
184
$15.4K 0.01%
+205
185
$15.4K 0.01%
+100
186
$15.4K 0.01%
+75
187
$14.7K 0.01%
+98
188
$14K 0.01%
+1,555
189
$13.8K 0.01%
+164
190
$13.8K 0.01%
+272
191
$13.4K 0.01%
+78
192
$13.4K 0.01%
+85
193
$12K 0.01%
+10
194
$11.4K 0.01%
+140
195
$11.4K 0.01%
+17
196
$11.2K 0.01%
+107
197
$11.2K 0.01%
+247
198
$11.2K 0.01%
+145
199
$10.2K 0.01%
+49
200
$10.2K 0.01%
+150