Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | EGBN | EAGLE BANCORP INC MD | Financial Services | 6 | $129.0 | — | SOLD |
| 122 | CFR | CULLEN FROST BANKERS INC | Financial Services | 1 | $127.0 | — | SOLD |
| 123 | CARS | CARS COM INC | Consumer Cyclical | 10 | $122.0 | — | SOLD |
| 124 | LQDT | LIQUIDITY SVCS INC | Consumer Cyclical | 4 | $122.0 | — | SOLD |
| 125 | LNN | LINDSAY CORP | Industrials | 1 | $118.0 | — | SOLD |
| 126 | — | TREEHOUSE FOODS INC | — | 5 | $118.0 | — | SOLD |
| 127 | MMI | MARCUS & MILLICHAP INC | Real Estate | 4 | $110.0 | — | SOLD |
| 128 | TAL | TAL EDUCATION GROUP | Consumer Defensive | 10 | $110.0 | — | SOLD |
| 129 | WIX | WIX COM LTD | Technology | 1 | $104.0 | — | SOLD |
| 130 | ATHM | AUTOHOME INC | Communication Services | 4 | $90.0 | — | SOLD |
| 131 | QFIN | QFIN HOLDINGS INC | Financial Services | 3 | $58.0 | — | SOLD |
| 132 | MYGN | MYRIAD GENETICS INC | Healthcare | 7 | $44.0 | — | SOLD |
| 133 | RNG | RINGCENTRAL INC | Technology | 1 | $29.0 | — | SOLD |
| 134 | ANGI | ANGI INC | Communication Services | 1 | $13.0 | — | SOLD |
| 135 | — | ADIAL PHARMACEUTICALS INC | — | 27 | $6.0 | — | 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%