AF

Abound Financial Portfolio holdings

AUM $258M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.37%
2 Consumer Discretionary 1.28%
3 Communication Services 1.23%
4 Financials 1.09%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
YUM icon
201
Yum! Brands
YUM
$44.3B
$12.9K 0.01%
+85
MDYV icon
202
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.58B
$12.3K ﹤0.01%
+145
WFC.PRL icon
203
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.79B
$12.1K ﹤0.01%
+10
KMB icon
204
Kimberly-Clark
KMB
$32.5B
$12.1K ﹤0.01%
+120
VWO icon
205
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$12K ﹤0.01%
+224
WULF icon
206
TeraWulf
WULF
$9.8B
$11.8K ﹤0.01%
+1,030
PAYX icon
207
Paychex
PAYX
$32.2B
$11.2K ﹤0.01%
+100
HUT
208
Hut 8
HUT
$8.52B
$11K ﹤0.01%
+240
BA icon
209
Boeing
BA
$183B
$10.9K ﹤0.01%
+50
COO icon
210
Cooper Companies
COO
$12.6B
$10.8K ﹤0.01%
+132
VZ icon
211
Verizon
VZ
$194B
$10.1K ﹤0.01%
+247
COP icon
212
ConocoPhillips
COP
$148B
$10K ﹤0.01%
+107
OMC icon
213
Omnicom Group
OMC
$21.6B
$9.61K ﹤0.01%
+119
ALL icon
214
Allstate
ALL
$55B
$9.16K ﹤0.01%
+44
NKE icon
215
Nike
NKE
$66.2B
$8.92K ﹤0.01%
+140
SNY icon
216
Sanofi
SNY
$112B
$8.14K ﹤0.01%
+168
SHOP icon
217
Shopify
SHOP
$164B
$8.05K ﹤0.01%
+50
HYDR icon
218
Global X Hydrogen ETF
HYDR
$87M
$7.85K ﹤0.01%
+247
BLK icon
219
Blackrock
BLK
$162B
$7.49K ﹤0.01%
+7
MDT icon
220
Medtronic
MDT
$107B
$7.4K ﹤0.01%
+77
BDX icon
221
Becton Dickinson
BDX
$43.3B
$7.18K ﹤0.01%
+37
MDYG icon
222
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.7B
$6.84K ﹤0.01%
+74
CIFR icon
223
Cipher Digital Inc
CIFR
$7.39B
$6.75K ﹤0.01%
+457
AFRM icon
224
Affirm
AFRM
$21.2B
$6.33K ﹤0.01%
+85
SUN icon
225
Sunoco
SUN
$12.4B
$6.29K ﹤0.01%
+120