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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

Top Sells

1
+$6M
2
+$3.38M
3
+$3.09M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.38M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.1M

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
ONEQ icon
201
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$12.7K 0.01%
150
VZ icon
202
Verizon
VZ
$196B
$12.4K 0.01%
247
MDYV icon
203
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.58B
$12.3K 0.01%
145
VWO icon
204
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$12.1K 0.01%
224
DG icon
205
Dollar General
DG
$24.3B
$11.9K 0.01%
100
KMB icon
206
Kimberly-Clark
KMB
$33.7B
$11.6K 0.01%
120
WFC.PRL icon
207
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.61B
$11.6K 0.01%
10
HUT
208
Hut 8
HUT
$11.9B
$11.3K ﹤0.01%
240
SATS icon
209
EchoStar
SATS
$33.4B
$10.2K ﹤0.01%
+87
BA icon
210
Boeing
BA
$165B
$9.95K ﹤0.01%
50
MMM icon
211
3M
MMM
$81.8B
$9.88K ﹤0.01%
68
-15
SBET icon
212
Sharplink Inc
SBET
$1.02B
$9.59K ﹤0.01%
1,487
COO icon
213
Cooper Companies
COO
$13.2B
$9.44K ﹤0.01%
132
PAYX icon
214
Paychex
PAYX
$36.2B
$9.21K ﹤0.01%
100
ALL icon
215
Allstate
ALL
$57.5B
$9.12K ﹤0.01%
44
OMC icon
216
Omnicom Group
OMC
$21.1B
$8.96K ﹤0.01%
119
HYDR icon
217
Global X Hydrogen ETF
HYDR
$127M
$8.95K ﹤0.01%
247
SNY icon
218
Sanofi
SNY
$104B
$8.09K ﹤0.01%
168
SUN icon
219
Sunoco
SUN
$12.4B
$7.8K ﹤0.01%
120
MDYG icon
220
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.75B
$7.1K ﹤0.01%
74
FE icon
221
FirstEnergy
FE
$26.9B
$7.09K ﹤0.01%
140
INTC icon
222
Intel
INTC
$538B
$7.06K ﹤0.01%
160
-257
DAWN
223
DELISTED
Day One Biopharmaceuticals
DAWN
$7.01K ﹤0.01%
327
MCK icon
224
McKesson
MCK
$95B
$6.92K ﹤0.01%
8
-9
BLK icon
225
Blackrock
BLK
$157B
$6.73K ﹤0.01%
7
7 8
9
10 11