AFL
Abound Financial LLC Portfolio
Invests via ABOUND FINANCIAL, LLC | Managed by Lindsay Marie Rider
Invests via ABOUND FINANCIAL, LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Company Profile
Regional specialty lender and financial services firm focused on mortgage origination, servicing and secondary-market execution. ABOUND FINANCIAL, LLC operates distribution channels for residential loans and provides capital markets access and investor servicing capabilities for mortgage-backed assets. Positioned for originator partnerships and balance-sheet management, the firm appeals to mortgage investors, private credit allocators and correspondent banks.
Regional specialty lender and financial services firm focused on mortgage origination, servicing and secondary-market execution. ABOUND FINANCIAL, LLC operates distribution channels for residential loans and provides capital markets access and investor servicing capabilities for mortgage-backed assets. Positioned for originator partnerships and balance-sheet management, the firm appeals to mortgage investors, private credit allocators and correspondent banks.
Investment Philosophy & Strategy
Specialty mortgage-focused lender that deploys a dual strategy of originations and secondary-market execution, concentrating on predictable cash flows from residential credit and mortgage servicing rights. Capital allocation favors short-to-medium duration balance-sheet positions, correspondent and warehouse financing partnerships, and investor-facing MBS execution to monetize spread and fee income. Underwriting emphasizes credit-adjusted yield, loan-level servicing economics, and liquidity management; risk discipline blends stress-tested credit overlays with active hedging and capital markets access to preserve optionality across rate cycles.
Specialty mortgage-focused lender that deploys a dual strategy of originations and secondary-market execution, concentrating on predictable cash flows from residential credit and mortgage servicing rights. Capital allocation favors short-to-medium duration balance-sheet positions, correspondent and warehouse financing partnerships, and investor-facing MBS execution to monetize spread and fee income. Underwriting emphasizes credit-adjusted yield, loan-level servicing economics, and liquidity management; risk discipline blends stress-tested credit overlays with active hedging and capital markets access to preserve optionality across rate cycles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.88%
Gain -0.53%
Monthly
0.88%
Yearly
11.16%
Drawdown
16.58%
$253.06M
Equity
Holdings
$253.06M
Investment
$226.6M
$37.81M
Profit -$1.35M
Realized
$11.35M
Unrealized
$26.46M
Dividends
$6.2M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.35M
Win %
68%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$2.19M
Win %
68%
This Month
Compared to last month
Gain
0.6%
Profit
$1.52M
Win %
68%
This Year
Compared to last year
Gain
1.42%
Profit
$3.54M
Win %
62%
CALY BlackRock Short-Term California Muni Bond ETF
+3.25%
+$50.6 
VSNT Versant Media Group, Inc.
+2.85%
+$7.12 
COP ConocoPhillips
+2.53%
+$383.06 
LMT Lockheed Martin Corporation
+2.38%
+$1,394.8 
NOC Northrop Grumman Corporation
+2.36%
+$2,395.4 
RTX RTX Corporation
+2.3%
+$2,558.5 
FDXF FedEx Freight Holding Company Inc.
+2.26%
+$200 
F Ford Motor Company
+2.19%
+$27 
PM Philip Morris International Inc.
+2.13%
+$6,787.25 
PEP PepsiCo, Inc.
+2.07%
+$347.81 
UL Unilever PLC Sponsored American Depositary Receipt
+2.01%
+$1,807 
CVX Chevron Corporation
+1.88%
+$2,883.38 
CMCSA Comcast Corp
+1.86%
+$317.52 
DVN Devon Energy Corporation
+1.84%
+$421.73 
XLE Energy Select Sector SPDR Fund
+1.79%
+$114.72 
MDLZ Mondelez International, Inc.
+1.7%
+$471.87 
DUK Duke Energy Corporation
+1.66%
+$637.92 
AMT American Tower Corporation
+1.64%
+$298 
TM Toyota Motor Corporation
+1.62%
+$933 
KMX CarMax Inc.
+1.48%
+$565.5 
XOM Exxon Mobil Corporation
+1.47%
+$4,951.73 
JPM JPMorgan Chase & Co.
+1.42%
+$1,884.15 
WFC Wells Fargo & Company
+1.41%
+$3,615.3 
GE General Electric Company
+1.39%
+$226.2 
KO The Coca-Cola Company
+1.36%
+$5 
HSY The Hershey Company
+1.33%
+$560 
LHX L3Harris Technologies, Inc.
+1.33%
+$319.5 
OTIS Otis Worldwide Corporation
+1.29%
+$33.67 
GD General Dynamics Corporation
+1.29%
+$508.95 
ALL Allstate Corporation
+1.28%
+$135.3 
MO Altria Group, Inc.
+1.27%
+$718.16 
LIN Linde plc
+1.24%
+$458.25 
PCG PG&E Corporation
+1.2%
+$208.47 
TFC Truist Financial Corporation
+1.19%
+$32.19 
FE FirstEnergy Corp.
+1.16%
+$74.2 
ROST Ross Stores, Inc.
+1.15%
+$1,214.08 
WMB The Williams Companies, Inc.
+1.11%
+$417.34 
YUMC Yum China Holdings Inc.
+1.1%
+$490 
MRK Merck & Co., Inc.
+1.09%
+$388.68 
BLK BlackRock, Inc.
+1.08%
+$84.56 
HD The Home Depot, Inc.
+1.02%
+$580.9 
CMI Cummins Inc.
+1.01%
+$1,076 
VZ Verizon Communications Inc.
+0.98%
+$107.44 
PG Procter & Gamble Co
+0.93%
+$1,075.24 
LOW Lowe's Companies Inc.
+0.92%
+$613.8 
LLY Eli Lilly and Company
+0.9%
+$1,683 
AAPL Apple Inc.
+0.89%
+$32,595.35 
O Realty Income Corporation
+0.89%
+$36.63 
SYK Stryker Corporation
+0.85%
+$125 
TXN Texas Instruments Inc
+0.84%
+$229.81 
SUN Sunoco L.P.
+0.81%
+$70.8 
ORLY O'Reilly Automotive Inc.
+0.78%
+$358.11 
WPC W. P. Carey Inc.
+0.77%
+$1,074.64 
ADI Analog Devices, Inc.
+0.76%
+$893.37 
NLOP Net Lease Office Properties.
+0.72%
+$10.15 
CLX The Clorox Company
+0.71%
+$61 
ABBV AbbVie Inc.
+0.71%
+$282.7 
PLBC Plumas Bancorp
+0.69%
+$412.25 
DIS The Walt Disney Company
+0.66%
+$358.43 
KHC The Kraft Heinz Company
+0.64%
+$22.05 
BNY BlackRock New York Municipal Income Trust
+0.64%
+$195.48 
SPVM Invesco S&P 500 Value with Momentum ETF
+0.64%
+$270.72 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.61%
+$4,750.4 
SPGI S&P Global Inc.
+0.6%
+$154.2 
V Visa Inc. Class A
+0.59%
+$2,421.36 
T AT&T Inc.
+0.59%
+$25.43 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$4,955.72 
WMT Walmart Inc.
+0.56%
+$2,154.47 
GEV GE Vernova Inc.
+0.54%
+$10 
NVS Novartis AG Sponsored ADR
+0.53%
+$609.09 
JPC Nuveen Preferred & Income Opportunities Fund
+0.52%
+$89.92 
TOWN TowneBank
+0.51%
+$144 
BAC Bank of America Corporation
+0.5%
+$29.64 
JNJ Johnson & Johnson
+0.48%
+$628.3 
AJG Arthur J. Gallagher & Co.
+0.48%
+$130.9 
AXP American Express Company
+0.46%
+$161.28 
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF
+0.46%
+$6,379.86 
MAS Masco Corporation
+0.46%
+$110.88 
APD Air Products and Chemicals, Inc.
+0.45%
+$305.9 
KMB Kimberly-Clark Corporation
+0.45%
+$55.8 
PFE Pfizer Inc.
+0.44%
+$160.94 
PAGP Plains GP Holdings, L.P.
+0.41%
+$14.75 
MCK McKesson Corporation
+0.41%
+$32.48 
TCBK Trico Bancshares
+0.41%
+$190.68 
XLF Financial Select Sector SPDR Fund
+0.4%
+$422.02 
DGRO iShares Core Dividend Growth ETF
+0.39%
+$1,646.67 
GVA Granite Construction Incorporated
+0.33%
+$73.8 
EWC iShares MSCI Canada ETF
+0.32%
+$240.44 
COO The Cooper Companies, Inc.
+0.32%
+$21.33 
SCCO Southern Copper Corporation
+0.31%
+$205.93 
OLED Universal Display Corporation
+0.29%
+$23 
ICE Intercontinental Exchange, Inc.
+0.28%
+$62.74 
MCD McDonald's Corporation
+0.25%
+$58.8 
ORBS Eightco Holdings Inc.
+0.22%
+$1.48 
IEFA iShares Core MSCI EAFE ETF
+0.2%
+$138.45 
DG Dollar General Corporation
+0.19%
+$25 
SBUX Starbucks Corporation
+0.19%
+$768.11 
SNY Sanofi American Depositary Receipt
+0.17%
+$11.76 
BMBL Bumble Inc.
+0.17%
+$0.31 
GEHC GE HealthCare Technologies Inc.
+0.15%
+$0.32 
IUSV iShares Core S&P U.S. Value ETF
+0.14%
+$107.25 
BA Boeing Company
+0.13%
+$12.25 
EFA iShares MSCI EAFE ETF
+0.13%
+$18.9 
ENZL iShares MSCI New Zealand ETF
+0.11%
+$60.17 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$51.51 
LTH Life Time Group Holdings Inc.
+0.1%
+$1.16 
NVDA NVIDIA Corporation
+0.1%
+$2.1 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$0.32 
DFUV Dimensional US Marketwide Value ETF
+0.08%
+$4.95 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.08%
+$20,020.3 
MA Mastercard Incorporated
+0.05%
+$486.7 
CHD Church & Dwight Co., Inc.
+0.05%
+$72 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$2,827.72 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.03%
+$4,931.28 
CALI China Auto Logistics Inc.
+0.03%
+$74.5 
ABT Abbott Laboratories
+0.01%
+$2.09 
BYRN Byrna Technologies Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MSTR Strategy Inc.
-8.68%
-$57,653.79 
CIFR Cipher Mining Inc.
-8.62%
-$395.31 
IREN IREN Limited
-8.54%
-$402.23 
HUT Hut 8 Corp.
-7.75%
-$708 
CRWD CrowdStrike Holdings, Inc.
-7.59%
-$12,323.84 
DDOG Datadog, Inc. Class A Common Stock
-6.72%
-$2,987.63 
NET Cloudflare Inc.
-6.72%
-$21.25 
GLXY Galaxy Digital Inc. Class A Common Stock
-6.64%
-$1,292.88 
PLTR Palantir Technologies Inc.
-6.62%
-$6,196.62 
GTM ZoomInfo Technologies Inc.
-6.47%
-$26.41 
RUM Rumble Inc.
-6.42%
-$39.5 
PURR Hyperliquid Strategies Inc.
-5.87%
-$493.93 
RVMD Revolution Medicines Inc.
-5.57%
-$695.64 
WULF TeraWulf Inc.
-5.27%
-$342.48 
NOW ServiceNow, Inc.
-5.23%
-$233.1 
SBET Sharplink Gaming Inc.
-4.89%
-$594.8 
DAPP VanEck Digital Transformation ETF
-4.82%
-$1,259.55 
IGV iShares Expanded Tech-Software Sector ETF
-4.63%
-$5,171.4 
BMNR Bitmine Immersion Technologies, Inc.
-4.58%
-$7,051.3 
ZM Zoom Video Communications, Inc.
-4.15%
-$1,218.82 
INTC Intel Corporation
-3.99%
-$407.18 
ORCL Oracle Corporation
-3.62%
-$10,748.53 
ARKK ARK Innovation ETF Fund
-3.59%
-$234,113.88 
AMD Advanced Micro Devices, Inc.
-3.43%
-$6,630.43 
CRCL Circle Internet Group, Inc.
-3.33%
-$3,480 
HOOD Robinhood Markets, Inc.
-3.27%
-$112.36 
FXL First Trust Technology AlphaDEX Fund
-3.27%
-$6,979.35 
COIN Coinbase Global, Inc.
-3.13%
-$432 
GLW Corning Incorporated
-3.11%
-$430 
AVGO Broadcom Inc.
-3.1%
-$5,556.2 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.98%
-$7,712.64 
CRM Salesforce Inc
-2.83%
-$1,010.65 
NFLX Netflix, Inc.
-2.68%
-$630.18 
FDN First Trust Dow Jones Internet Index Fund
-2.67%
-$3,220.55 
ADBE Adobe Inc.
-2.66%
-$703.49 
AMAT Applied Materials, Inc.
-2.6%
-$6,177.01 
BRCC BRC Inc.
-2.52%
-$3.23 
ACHC Acadia Healthcare Company, Inc.
-2.51%
-$210.6 
META Meta Platforms Inc Class A
-2.49%
-$11,187.34 
IBB iShares Biotechnology ETF
-2.37%
-$427.17 
ADSK Autodesk, Inc.
-2.24%
-$742.5 
SPHB Invesco S&P 500 High Beta ETF
-2.2%
-$56,397.47 
HIMS Hims & Hers Health, Inc.
-1.99%
-$87.75 
SCHW Charles Schwab Corporation
-1.99%
-$2,193.51 
XLK State Street Technology Select Sector SPDR ETF
-1.98%
-$15 
MSFT Microsoft Corp.
-1.95%
-$43,489.49 
SHOP Shopify Inc.
-1.93%
-$171.75 
VGT Vanguard Information Technology ETF
-1.88%
-$331.2 
SPCX Space Exploration Technologies Corp. Class A
-1.83%
-$144.16 
CLOV Clover Health Investments, Corp.
-1.82%
-$38.42 
HQH Tekla Healthcare Investors
-1.81%
-$96.6 
NUMG Nuveen ESG Mid-Cap Growth ETF
-1.8%
-$863.39 
KEYS Keysight Technologies, Inc.
-1.77%
-$594.86 
Q Qnity Electronics Inc.
-1.76%
-$105.5 
CSCO Cisco Systems, Inc.
-1.73%
-$1,491.83 
GOOGL Alphabet Inc
-1.69%
-$38,905.53 
EBAY eBay Inc.
-1.68%
-$450.17 
SMH VanEck Semiconductor ETF
-1.67%
-$20,529.39 
VRSN Verisign Inc.
-1.63%
-$3,620.8 
AFRM Affirm Holdings, Inc.
-1.61%
-$103.7 
GOOG Alphabet Inc
-1.59%
-$1,954.58 
QQQ Invesco QQQ Trust, Series 1
-1.58%
-$8,445.15 
TSLA Tesla, Inc.
-1.57%
-$13,974.64 
ZEO Esgen Acquisition Corp.
-1.55%
-$6.38 
CVNA Carvana Co.
-1.51%
-$224.18 
DE Deere & Company
-1.48%
-$1,922 
CHKP Check Point Software Technologies Ltd.
-1.46%
-$298.95 
NULG Nuveen ESG Large-Cap Growth ETF
-1.36%
-$9,657.36 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$2,163.2 
ICLR ICON plc
-1.35%
-$708.63 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.33%
-$209.25 
BDX Becton, Dickinson and Company
-1.28%
-$91.57 
QCOM QUALCOMM Incorporated
-1.23%
-$515.66 
IWM iShares Russell 2000 ETF
-1.22%
-$850.08 
FSLR First Solar, Inc.
-1.21%
-$666.82 
HYDR Global X Hydrogen ETF
-1.21%
-$113.6 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.19%
-$92.13 
A Agilent Technologies Inc.
-1.17%
-$1,736.58 
IUSG iShares Core S&P U.S. Growth ETF
-1.15%
-$2,952.57 
XLC Communication Services Select Sector SPDR Fund
-1.14%
-$3.84 
IQV IQVIA Holdings Inc.
-1.11%
-$1,380.14 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.09%
-$277,788.7 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$215.8 
VEEV Veeva Systems Inc.
-1.04%
-$356.43 
SPEM SPDR Portfolio Emerging Markets ETF
-1.04%
-$49,916.04 
MAT Mattel Inc.
-1.04%
-$20.16 
UBER Uber Technologies, Inc.
-1.03%
-$147 
VWO Vanguard FTSE Emerging Markets ETF
-1.03%
-$50.82 
MELI MercadoLibre, Inc.
-1.02%
-$57 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$166.5 
IBIT iShares Bitcoin Trust
-1%
-$20,753.88 
JIG JPMorgan International Growth ETF
-0.97%
-$19,467.2 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.94%
-$81.41 
GBTC Grayscale Bitcoin Trust ETF
-0.93%
-$2,657.36 
AMZN Amazon.com Inc
-0.93%
-$7,110.68 
DSI iShares MSCI KLD 400 Social ETF
-0.84%
-$1,165.84 
DXCM DexCom, Inc.
-0.83%
-$186.88 
UPS United Parcel Service, Inc.
-0.78%
-$117.81 
SAIC Science Applications International Corporation Common Stock
-0.74%
-$4,373.15 
NUSC Nuveen ESG Small-Cap ETF
-0.73%
-$1,886.04 
FDX FedEx Corporation
-0.72%
-$342.93 
IBM International Business Machines Corporation
-0.71%
-$666 
DFAS Dimensional U.S. Small Cap ETF
-0.71%
-$173.16 
MDT Medtronic plc
-0.69%
-$50.82 
EMR Emerson Electric Co.
-0.69%
-$444 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$2,502.92 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$254.19 
USMC Principal U.S. Mega-Cap ETF
-0.63%
-$203.65 
PFFD Global X U.S. Preferred ETF
-0.63%
-$298.32 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$45,944.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.61%
-$3,337.43 
SPHQ Invesco S&P 500 Quality ETF
-0.59%
-$1,661 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$1,021.5 
VOO Vanguard S&P 500 ETF
-0.59%
-$375.3 
OMC Omnicom Group Inc.
-0.58%
-$55.93 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$1,122.85 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.58%
-$153,463.14 
PRU Prudential Financial, Inc.
-0.57%
-$31.02 
SNPE Xtrackers S&P 500 ESG ETF
-0.56%
-$1,776.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$85,513.5 
YUM Yum! Brands, Inc.
-0.52%
-$66.72 
DHR Danaher Corporation
-0.52%
-$90 
NULV Nuveen ESG Large-Cap Value ETF
-0.52%
-$3,711.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$130,293.9 
MMM 3M Company
-0.5%
-$55.76 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.48%
-$739.38 
ROOT Root, Inc. Class A Common Stock
-0.46%
-$15.64 
QUAL iShares MSCI USA Quality Factor ETF
-0.44%
-$919.38 
PAYX Paychex Inc.
-0.44%
-$48.5 
ETHA iShares Ethereum Trust
-0.4%
-$8,825.93 
BKNG Booking Holdings Inc.
-0.39%
-$1,463.15 
SLV iShares Silver Trust
-0.39%
-$54.2 
ETHE Grayscale Ethereum Trust ETF
-0.38%
-$160.72 
WFC-PL Wells Fargo & Company
-0.37%
-$40 
ETH Ethan Allen Interiors Inc
-0.34%
-$16.24 
KD Kyndryl Holdings Inc.
-0.34%
-$3.6 
LPLA LPL Financial Holdings Inc.
-0.34%
-$213.26 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.33%
-$129.88 
PLD Prologis Inc.
-0.32%
-$63.18 
UA Under Armour Inc.
-0.32%
-$4.5 
GLDM SPDR Gold MiniShares Trust
-0.3%
-$159.5 
WAB Wabtec Corporation
-0.29%
-$0.85 
ECL Ecolab Inc.
-0.29%
-$131.04 
CMP Compass Minerals International Inc.
-0.29%
-$3.71 
GLD SPDR Gold Shares
-0.28%
-$207.67 
IJS iShares S&P Small-Cap 600 Value ETF
-0.27%
-$71 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$4,271.12 
NSC Norfolk Southern Corporation
-0.25%
-$64.8 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.23%
-$13,264.6 
PEJ Invesco Leisure and Entertainment ETF
-0.23%
-$15 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.23%
-$3.37 
ITB iShares U.S. Home Construction ETF
-0.18%
-$160 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.18%
-$136.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$0.33 
GRNB VanEck Green Bond ETF
-0.17%
-$392.04 
LDOS Leidos Holdings Inc.
-0.15%
-$784.32 
XLV Health Care Select Sector SPDR Fund
-0.14%
-$69 
DD DuPont de Nemours, Inc.
-0.14%
-$5.94 
PKW Invesco BuyBack Achievers ETF
-0.14%
-$405.9 
FLMI Franklin Dynamic Municipal Bond ETF
-0.13%
-$2,291.31 
ELV Elevance Health, Inc.
-0.12%
-$108.57 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$3,609.41 
HMOP Hartford Municipal Opportunities ETF
-0.11%
-$27.92 
ABNB Airbnb, Inc.
-0.1%
-$49.14 
SRLN SPDR Blackstone Senior Loan ETF
-0.09%
-$6.75 
COR Cencora, Inc.
-0.07%
-$393.3 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.07%
-$11.31 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.06%
-$3,969.12 
CWT California Water Service Group
-0.05%
-$2.5 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.04%
-$5.8 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$3.04 
OAKM Oakmark U.S. Large Cap ETF
-0.03%
-$9,258.44 
AEM Agnico Eagle Mines Limited
-0.02%
-$0.08 
CAT Caterpillar Inc.
-0.01%
-$24.75 Events
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Dividends
Dividend Analysis
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No Data
| Trades 928 | Longs Won 586/928 63% | Profit Factor 2.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $429,339.66 |
| Average Win $99,940.6 | Best Trade (Oct 15) $5.15M | Sharpe Ratio -11.62 |
| Average Loss -$60,685.25 | Worst Trade (Mar 31) -$5.87M | Z-Score 1.73 (91.72%) |
| Commissions $0 | Avg. Trade Length 5m 3w 2d | Expectancy $40,744.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,167 | 3,750 | 3,333 | 2,917 | 2,500 | 2,083 | 1,667 | 1,250 | 833 | 417 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 843 | $96,063 | $146,252.07 | - | $50,189.07 | 52.25% | -1.173% |
| AAPL Apple Inc. | 10,687 | $2.95M | $3.69M | - | $737,617.11 | 25% | +0.892% |
| ABBV AbbVie Inc. | 141 | $32,215.83 | $40,242.1 | - | $8,026.27 | 24.91% | +0.707% |
| ABNB Airbnb, Inc. | 273 | $34,474 | $47,529.3 | - | $13,055.3 | 37.87% | -0.103% |
| ABT Abbott Laboratories | 209 | $26,191.31 | $21,880.21 | - | -$4,311.1 | -16.46% | +0.01% |
| ACHC Acadia Healthcare Company, Inc. | 270 | $6,315 | $8,170.2 | - | $1,855.2 | 29.38% | -2.513% |
| ADBE Adobe Inc. | 105 | $25,524 | $25,721.86 | - | $197.86 | 0.78% | -2.662% |
| ADI Analog Devices, Inc. | 291 | $92,486.31 | $118,442.82 | - | $25,956.51 | 28.07% | +0.76% |
| ADSK Autodesk, Inc. | 135 | $32,320 | $32,354.1 | - | $34.1 | 0.11% | -2.243% |
| AEM Agnico Eagle Mines Limited | 2 | $406 | $375.04 | - | -$30.96 | -7.63% | -0.021% |
| AFRM Affirm Holdings, Inc. | 85 | $3,895 | $6,349.5 | - | $2,454.5 | 63.02% | -1.607% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2 | $199 | $190.49 | - | -$8.51 | -4.28% | -0.173% |
| AJG Arthur J. Gallagher & Co. | 110 | $25,253 | $27,641.9 | - | $2,388.9 | 9.46% | +0.476% |
| ALL Allstate Corporation | 44 | $9,123 | $10,677.7 | - | $1,554.7 | 17.04% | +1.283% |
| AMAT Applied Materials, Inc. | 553 | $310,806.9 | $231,618.52 | - | -$79,188.38 | -25.48% | -2.598% |
| AMD Advanced Micro Devices, Inc. | 344 | $73,670.99 | $186,776.69 | - | $113,105.7 | 153.53% | -3.428% |
| AMT American Tower Corporation | 100 | $17,258 | $18,434 | - | $1,176 | 6.81% | +1.643% |
| AMZN Amazon.com Inc | 3,013 | $695,461.29 | $760,481.2 | - | $65,019.91 | 9.35% | -0.926% |
| APD Air Products and Chemicals, Inc. | 230 | $66,696 | $68,523.9 | - | $1,827.9 | 2.74% | +0.448% |
| ARKK ARK Innovation ETF Fund | 76,011 | $5.78M | $6.28M | - | $496,696.8 | 8.59% | -3.594% |
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FAQ
Which stocks have generated the highest profits for Abound Financial LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $6.09M, SPDR Portfolio Developed World ex-US ETF - $4.06M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $3.28M, SPDR Gold MiniShares Trust - $2.45M, and SPDR Portfolio S&P 600 Small Cap ETF - $2.41M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Microsoft Corp - $5.92M, iShares Core S&P 500 ETF - $3.12M, Amazon.com Inc - $2.48M, Invesco QQQ Trust, Series 1 - $1.04M, and State Street Technology Select Sector SPDR ETF - $465,664.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Abound Financial LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.2M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $797,545.68, SPDR Portfolio S&P 600 Small Cap ETF - $657,821.62, SPDR Portfolio S&P 500 Value ETF - $485,825.14, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $421,417.03, and SPDR Portfolio Mortgage Backed Bond ETF - $356,971.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Abound Financial LLC's monthly returns?
Abound Financial LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Abound Financial LLC's strategy be considered aggressive or moderate?
Abound Financial LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Abound Financial LLC's strategy?
Abound Financial LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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