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
$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
$41.7B
$12.9K 0.01%
+85
MDYV icon
202
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.55B
$12.3K ﹤0.01%
+145
WFC.PRL icon
203
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.71B
$12.1K ﹤0.01%
+10
KMB icon
204
Kimberly-Clark
KMB
$32.3B
$12.1K ﹤0.01%
+120
VWO icon
205
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$12K ﹤0.01%
+224
WULF icon
206
TeraWulf
WULF
$11.5B
$11.8K ﹤0.01%
+1,030
PAYX icon
207
Paychex
PAYX
$32.1B
$11.2K ﹤0.01%
+100
HUT
208
Hut 8
HUT
$11.9B
$11K ﹤0.01%
+240
BA icon
209
Boeing
BA
$183B
$10.9K ﹤0.01%
+50
COO icon
210
Cooper Companies
COO
$11.8B
$10.8K ﹤0.01%
+132
VZ icon
211
Verizon
VZ
$197B
$10.1K ﹤0.01%
+247
COP icon
212
ConocoPhillips
COP
$144B
$10K ﹤0.01%
+107
OMC icon
213
Omnicom Group
OMC
$21.1B
$9.61K ﹤0.01%
+119
ALL icon
214
Allstate
ALL
$55.4B
$9.16K ﹤0.01%
+44
NKE icon
215
Nike
NKE
$62.8B
$8.92K ﹤0.01%
+140
SNY icon
216
Sanofi
SNY
$102B
$8.14K ﹤0.01%
+168
SHOP icon
217
Shopify
SHOP
$123B
$8.05K ﹤0.01%
+50
HYDR icon
218
Global X Hydrogen ETF
HYDR
$142M
$7.85K ﹤0.01%
+247
BLK icon
219
Blackrock
BLK
$171B
$7.49K ﹤0.01%
+7
MDT icon
220
Medtronic
MDT
$98.1B
$7.4K ﹤0.01%
+77
BDX icon
221
Becton Dickinson
BDX
$39.9B
$7.18K ﹤0.01%
+37
MDYG icon
222
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.78B
$6.84K ﹤0.01%
+74
CIFR icon
223
Cipher Digital Inc
CIFR
$8.57B
$6.75K ﹤0.01%
+457
AFRM icon
224
Affirm
AFRM
$21.3B
$6.33K ﹤0.01%
+85
SUN icon
225
Sunoco
SUN
$13.3B
$6.29K ﹤0.01%
+120