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
$227M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.06M
3
+$2.21M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.17M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.79M

Top Sells

1
+$3.81M
2
+$2.42M
3
+$1.6M
4
IQV icon
IQVIA
IQV
+$450K
5
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$236K

Sector Composition

1 Technology 4.25%
2 Communication Services 1.1%
3 Consumer Discretionary 1.07%
4 Financials 0.98%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
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