Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | AWR | AMER STATES WTR CO | Utilities | 3 | $218.0 | — | SOLD |
| 82 | TMP | TOMPKINS FINL CORP | Financial Services | 3 | $218.0 | — | SOLD |
| 83 | FDP | FRESH DEL MONTE PRODUCE INC | Consumer Defensive | 6 | $214.0 | — | SOLD |
| 84 | RNST | RENASANT CORP | Financial Services | 6 | $212.0 | — | SOLD |
| 85 | ADNT | ADIENT PLC | Consumer Cyclical | 11 | $211.0 | — | SOLD |
| 86 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1 | $208.0 | — | SOLD |
| 87 | BOH | BANK HAWAII CORP | Financial Services | 3 | $206.0 | — | SOLD |
| 88 | GRAB | GRAB HOLDINGS LIMITED | Technology | 41 | $205.0 | — | SOLD |
| 89 | AMR | ALPHA METALLURGICAL RESOUR I | Energy | 1 | $200.0 | — | SOLD |
| 90 | KFY | KORN FERRY | Industrials | 3 | $199.0 | — | SOLD |
| 91 | STBA | S & T BANCORP INC | Financial Services | 5 | $197.0 | — | SOLD |
| 92 | UHT | UNIVERSAL HEALTH RLTY INCOME | Real Estate | 5 | $197.0 | — | SOLD |
| 93 | TILE | INTERFACE INC | Consumer Cyclical | 7 | $196.0 | — | SOLD |
| 94 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 3 | $193.0 | — | SOLD |
| 95 | — | ELME COMMUNITIES | — | 11 | $192.0 | — | SOLD |
| 96 | WHD | CACTUS INC | Energy | 4 | $183.0 | — | SOLD |
| 97 | HIW | HIGHWOODS PPTYS INC | Real Estate | 7 | $181.0 | — | SOLD |
| 98 | PRDO | PERDOCEO ED CORP | Consumer Defensive | 6 | $176.0 | — | SOLD |
| 99 | SONO | SONOS INC | Technology | 10 | $176.0 | — | SOLD |
| 100 | PI | IMPINJ INC | Technology | 1 | $175.0 | — | 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%