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
201
$10.1K 0.01%
+224
202
$9.87K 0.01%
+119
203
$9.47K ﹤0.01%
+417
204
$9.32K ﹤0.01%
+168
205
$9.11K ﹤0.01%
+44
206
$9.07K ﹤0.01%
+68
207
$8.89K ﹤0.01%
+140
208
$8.79K ﹤0.01%
+100
209
$8.63K ﹤0.01%
+106
210
$8.61K ﹤0.01%
+43
211
$8.53K ﹤0.01%
+50
212
$8.47K ﹤0.01%
+37
213
$8.24K ﹤0.01%
+25
214
$7.47K ﹤0.01%
+239
215
$7.38K ﹤0.01%
+150
216
$6.97K ﹤0.01%
+120
217
$6.92K ﹤0.01%
+77
218
$6.72K ﹤0.01%
+81
219
$6.63K ﹤0.01%
+7
220
$5.88K ﹤0.01%
+74
221
$5.66K ﹤0.01%
+140
222
$5.33K ﹤0.01%
+57
223
$5.25K ﹤0.01%
+47
224
$4.87K ﹤0.01%
+100
225
$4.86K ﹤0.01%
+172
7 8
9
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