Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | JAMF HLDG CORP | — | 23 | $299.0 | — | SOLD |
| 62 | — | CSW INDUSTRIALS INC | — | 1 | $294.0 | — | SOLD |
| 63 | CX | CEMEX SAB DE CV | Basic Materials | 25 | $288.0 | — | SOLD |
| 64 | HLI | HOULIHAN LOKEY INC | Financial Services | 2 | $288.0 | — | SOLD |
| 65 | — | INDIVIOR PLC | — | 8 | $288.0 | — | SOLD |
| 66 | ACIW | ACI WORLDWIDE INC | Technology | 6 | $287.0 | — | SOLD |
| 67 | KAI | KADANT INC | Industrials | 1 | $286.0 | — | SOLD |
| 68 | AGO | ASSURED GUARANTY LTD | Financial Services | 3 | $270.0 | — | SOLD |
| 69 | BGC | BGC GROUP INC | Financial Services | 30 | $268.0 | — | SOLD |
| 70 | BANC | BANC OF CALIFORNIA INC | Financial Services | 13 | $251.0 | — | SOLD |
| 71 | CPK | CHESAPEAKE UTILS CORP | Utilities | 2 | $250.0 | — | SOLD |
| 72 | TDS | TELEPHONE & DATA SYS INC | Communication Services | 6 | $246.0 | — | SOLD |
| 73 | TPG | TPG INC | Financial Services | 4 | $240.0 | — | SOLD |
| 74 | AGYS | AGILYSYS INC | Technology | 2 | $238.0 | — | SOLD |
| 75 | FUL | FULLER H B CO | Basic Materials | 4 | $238.0 | — | SOLD |
| 76 | FCPT | FOUR CORNERS PPTY TR INC | Real Estate | 10 | $231.0 | — | SOLD |
| 77 | VRRM | VERRA MOBILITY CORP | Technology | 10 | $225.0 | — | SOLD |
| 78 | SMP | STANDARD MTR PRODS INC | Consumer Cyclical | 6 | $222.0 | — | SOLD |
| 79 | WSFS | WSFS FINL CORP | Financial Services | 4 | $221.0 | — | SOLD |
| 80 | VICR | VICOR CORP | Technology | 2 | $220.0 | — | SOLD |
Sector Allocation
Technology
32.8%
Financial Services
26.0%
Consumer Cyclical
14.1%
Communication Services
6.9%
Energy
5.2%
Industrials
4.6%
Healthcare
3.7%
Consumer Defensive
2.4%
Utilities
2.3%
Real Estate
1.0%