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
Tracking: 0 Updated: Jul 16 at 07:01 PM
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:
9.11%
Gain
Monthly
0.47%
Yearly
5.83%
Drawdown
16.6%
$254.14M
Equity
Holdings
$254.14M
Investment
$228.32M
$39.99M
Profit -$382,883.73
Realized
$14.17M
Unrealized
$25.81M
Dividends
$5.58M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0%
Profit
-$382,883.73
Win %
70%
This Week
Compared To Last Week
Gain
0.16%
Profit
$404,564.65
Win %
70%
This Month
Compared to last month
Gain
0.42%
Profit
$1.06M
Win %
70%
This Year
Compared to last year
Gain
11.61%
Profit
$26.44M
Win %
69%
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Root, Inc. Class A Common Stock logo
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Mattel Inc. logo
MAT Mattel Inc.
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DexCom, Inc. logo
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McKesson Corporation logo
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DG Dollar General Corporation
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Under Armour Inc. logo
UA Under Armour Inc.
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Adobe Inc. logo
ADBE Adobe Inc.
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Autodesk, Inc. logo
ADSK Autodesk, Inc.
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Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
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SYK Stryker Corporation
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Paychex Inc. logo
PAYX Paychex Inc.
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International Business Machines Corporation logo
IBM International Business Machines Corporation
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Acadia Healthcare Company, Inc. logo
ACHC Acadia Healthcare Company, Inc.
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O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
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Medtronic plc logo
MDT Medtronic plc
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Omnicom Group Inc. logo
OMC Omnicom Group Inc.
+3.71%
+$357
Prologis Inc. logo
PLD Prologis Inc.
+3.69%
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Otis Worldwide Corporation logo
OTIS Otis Worldwide Corporation
+3.62%
+$96.57
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.59%
+$1,092.24
BlackRock Short-Term California Muni Bond ETF logo
CALY BlackRock Short-Term California Muni Bond ETF
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The Kraft Heinz Company logo
KHC The Kraft Heinz Company
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Cencora, Inc. logo
COR Cencora, Inc.
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United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
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Realty Income Corporation logo
O Realty Income Corporation
+3.49%
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Trico Bancshares logo
TCBK Trico Bancshares
+3.45%
+$1,861.4
Philip Morris International Inc. logo
PM Philip Morris International Inc.
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+$9,146.67
Salesforce Inc logo
CRM Salesforce Inc
+3.32%
+$804.75
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
+3.28%
+$3,315.2
Avery Dennison Corporation logo
AVY Avery Dennison Corporation
+3.27%
+$2,048
The Hershey Company logo
HSY The Hershey Company
+3.27%
+$1,390
Comcast Corp logo
CMCSA Comcast Corp
+3.26%
+$599.76
The Cooper Companies, Inc. logo
COO The Cooper Companies, Inc.
+3.19%
+$297
AT&T Inc. logo
T AT&T Inc.
+3.15%
+$116.1
AbbVie Inc. logo
ABBV AbbVie Inc.
+3.07%
+$1,056.09
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+3%
+$754.45
GE HealthCare Technologies Inc. logo
GEHC GE HealthCare Technologies Inc.
+2.99%
+$5.67
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+2.92%
+$768.8
Sunoco L.P. logo
SUN Sunoco L.P.
+2.9%
+$247.2
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+2.87%
+$1,601.86
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.85%
+$505.66
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.8%
+$296.4
Plumas Bancorp logo
PLBC Plumas Bancorp
+2.79%
+$1,629.6
The Coca-Cola Company logo
KO The Coca-Cola Company
+2.78%
+$9.16
Starbucks Corporation logo
SBUX Starbucks Corporation
+2.72%
+$13,387.66
Shopify Inc. logo
SHOP Shopify Inc.
+2.71%
+$167.75
Yum China Holdings Inc. logo
YUMC Yum China Holdings Inc.
+2.71%
+$1,170
McDonald's Corporation logo
MCD McDonald's Corporation
+2.63%
+$684.04
Check Point Software Technologies Ltd. logo
CHKP Check Point Software Technologies Ltd.
+2.55%
+$500.24
Veeva Systems Inc. logo
VEEV Veeva Systems Inc.
+2.52%
+$530.83
Microsoft Corp. logo
MSFT Microsoft Corp.
+2.51%
+$42,592.9
Mastercard Incorporated logo
MA Mastercard Incorporated
+2.48%
+$22,107.79
Altria Group, Inc. logo
MO Altria Group, Inc.
+2.42%
+$1,135.44
iShares U.S. Transportation ETF logo
IYT iShares U.S. Transportation ETF
+2.41%
+$616.12
Verisign Inc. logo
VRSN Verisign Inc.
+2.37%
+$4,686.61
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+2.31%
+$1,815
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+2.31%
+$294.6
ZoomInfo Technologies Inc. logo
GTM ZoomInfo Technologies Inc.
+2.27%
+$7
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+2.25%
+$121.73
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
+2.21%
+$126.91
Walmart Inc. logo
WMT Walmart Inc.
+2.19%
+$3,265.34
The Walt Disney Company logo
DIS The Walt Disney Company
+2.15%
+$1,023.74
Life Time Group Holdings Inc. logo
LTH Life Time Group Holdings Inc.
+2.12%
+$25.81
TowneBank logo
TOWN TowneBank
+2.12%
+$612
Masco Corporation logo
MAS Masco Corporation
+2.11%
+$554.4
Visa Inc. Class A logo
V Visa Inc. Class A
+2.09%
+$7,808.92
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+1.99%
+$1,722.64
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
+1.98%
+$3.14
SPDR SSGA US Large Cap Low Volatility Index ETF logo
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.89%
+$14,931.6
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.75%
+$1,393.31
Apple Inc. logo
AAPL Apple Inc.
+1.74%
+$46,292.96
BRC Inc. logo
BRCC BRC Inc.
+1.72%
+$2.44
Truist Financial Corporation logo
TFC Truist Financial Corporation
+1.7%
+$51.91
Kyndryl Holdings Inc. logo
KD Kyndryl Holdings Inc.
+1.62%
+$15.2
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
+1.6%
+$1,512.67
Church & Dwight Co., Inc. logo
CHD Church & Dwight Co., Inc.
+1.57%
+$2,203.2
iShares U.S. Home Construction ETF logo
ITB iShares U.S. Home Construction ETF
+1.57%
+$1,540
Versant Media Group, Inc. logo
VSNT Versant Media Group, Inc.
+1.49%
+$6.44
Toyota Motor Corporation logo
TM Toyota Motor Corporation
+1.48%
+$786
Chevron Corporation logo
CVX Chevron Corporation
+1.36%
+$1,723.03
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.34%
+$387.6
SPDR S&P 600 Small Cap Value ETF logo
SLYV SPDR S&P 600 Small Cap Value ETF
+1.33%
+$551.99
iShares S&P Small-Cap 600 Value ETF logo
IJS iShares S&P Small-Cap 600 Value ETF
+1.32%
+$360
Plains GP Holdings, L.P. logo
PAGP Plains GP Holdings, L.P.
+1.29%
+$43.23
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+1.29%
+$1,530.71
FedEx Corporation logo
FDX FedEx Corporation
+1.21%
+$608.58
Ecolab Inc. logo
ECL Ecolab Inc.
+1.18%
+$496.08
SPDR S&P 400 Mid Cap Value ETF logo
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.13%
+$155.15
Duke Energy Corporation logo
DUK Duke Energy Corporation
+1.11%
+$445.74
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.11%
+$1,137.1
Pfizer Inc. logo
PFE Pfizer Inc.
+1.11%
+$340.45
Oakmark U.S. Large Cap ETF logo
OAKM Oakmark U.S. Large Cap ETF
+1.1%
+$297,930.88
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+1.09%
+$159
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.04%
+$1,797
Danaher Corporation logo
DHR Danaher Corporation
+1.03%
+$155.25
ConocoPhillips logo
COP ConocoPhillips
+1.02%
+$121.98
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.02%
+$2,820.95
Nuveen ESG Mid-Cap Value ETF logo
NUMV Nuveen ESG Mid-Cap Value ETF
+1.01%
+$2,411.01
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+1%
+$4,162.62
Sanofi American Depositary Receipt logo
SNY Sanofi American Depositary Receipt
+1%
+$73.08
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
+0.97%
+$53.88
Invesco S&P 500 Value with Momentum ETF logo
SPVM Invesco S&P 500 Value with Momentum ETF
+0.97%
+$412.73
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+0.96%
+$52.32
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+0.87%
+$585.35
Wells Fargo & Company logo
WFC-PL Wells Fargo & Company
+0.86%
+$100.5
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$578.5
Linde plc logo
LIN Linde plc
+0.79%
+$306
Invesco BuyBack Achievers ETF logo
PKW Invesco BuyBack Achievers ETF
+0.79%
+$2,253.44
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.79%
+$3,287.37
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+0.76%
+$355.52
The Magnum Ice Cream Company N.V. logo
MICC The Magnum Ice Cream Company N.V.
+0.75%
+$22.54
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.72%
+$11,865.7
SPDR Portfolio S&P 500 Value ETF logo
SPYV SPDR Portfolio S&P 500 Value ETF
+0.71%
+$176,714.56
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.59%
+$1,591.35
FirstEnergy Corp. logo
FE FirstEnergy Corp.
+0.58%
+$39.2
SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.57%
+$176,279.67
3M Company logo
MMM 3M Company
+0.56%
+$61.2
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.54%
+$216.8
LPL Financial Holdings Inc. logo
LPLA LPL Financial Holdings Inc.
+0.51%
+$325.2
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.48%
+$204.75
American Tower Corporation logo
AMT American Tower Corporation
+0.47%
+$80
Invesco Leisure and Entertainment ETF logo
PEJ Invesco Leisure and Entertainment ETF
+0.45%
+$29.5
Nuveen ESG Large-Cap Value ETF logo
NULV Nuveen ESG Large-Cap Value ETF
+0.42%
+$2,544.74
Dimensional U.S. Small Cap ETF logo
DFAS Dimensional U.S. Small Cap ETF
+0.41%
+$102.96
American Express Company logo
AXP American Express Company
+0.39%
+$170.19
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$628.32
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.3%
+$2,243.94
Granite Construction Incorporated logo
GVA Granite Construction Incorporated
+0.3%
+$76.87
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
+0.24%
+$7.5
Leidos Holdings Inc. logo
LDOS Leidos Holdings Inc.
+0.22%
+$990.72
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.22%
+$1,250.66
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.2%
+$409.51
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.2%
+$15,248.22
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.17%
+$2.4
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.14%
+$80.3
Allstate Corporation logo
ALL Allstate Corporation
+0.1%
+$11
CarMax Inc. logo
KMX CarMax Inc.
+0.08%
+$32.62
Nuveen ESG Small-Cap ETF logo
NUSC Nuveen ESG Small-Cap ETF
+0.04%
+$82.16
Cloudflare Inc. logo
NET Cloudflare Inc.
+0.04%
+$0.1
SPDR Blackstone Senior Loan ETF logo
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$5.79
Dimensional US Marketwide Value ETF logo
DFUV Dimensional US Marketwide Value ETF
+0.02%
+$1.1
Vanguard 3-Month Treasury Bill ETF logo
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$1,014.39
Coterra Energy Inc. logo
CTRA Coterra Energy Inc.
0%
$0
Day One Biopharmaceuticals, Inc. logo
DAWN Day One Biopharmaceuticals, Inc.
0%
$0
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
Invesco S&P SmallCap 600 QVM Multi-factor ETF logo
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF
0%
$0
SPDR MSCI USA Gender Diversity ETF logo
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
0%
$0
Hut 8 Corp. logo
HUT Hut 8 Corp.
-10.06%
-$2,488.8
Cipher Mining Inc. logo
CIFR Cipher Mining Inc.
-9.54%
-$866.01
Hyperliquid Strategies Inc. logo
PURR Hyperliquid Strategies Inc.
-9.2%
-$249.9
Hims & Hers Health, Inc. logo
HIMS Hims & Hers Health, Inc.
-8.19%
-$456.75
Galaxy Digital Inc. Class A Common Stock logo
GLXY Galaxy Digital Inc. Class A Common Stock
-7.57%
-$1,984.62
Robinhood Markets, Inc. logo
HOOD Robinhood Markets, Inc.
-7.53%
-$287.1
IREN Limited logo
IREN IREN Limited
-7.42%
-$440.2
TeraWulf Inc. logo
WULF TeraWulf Inc.
-7.2%
-$1,436.85
Hyperion DeFi, Inc. logo
HYPD Hyperion DeFi, Inc.
-7.02%
-$188.68
Intel Corporation logo
INTC Intel Corporation
-6.41%
-$1,056
Rumble Inc. logo
RUM Rumble Inc.
-6.4%
-$39
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-6.37%
-$11,599.68
Circle Internet Group, Inc. logo
CRCL Circle Internet Group, Inc.
-6.06%
-$1,592
Eightco Holdings Inc. logo
ORBS Eightco Holdings Inc.
-5.77%
-$33.28
General Electric Company logo
GE General Electric Company
-5.65%
-$1,058.2
Global X Hydrogen ETF logo
HYDR Global X Hydrogen ETF
-5.62%
-$618.74
EchoStar Corporation logo
SATS EchoStar Corporation
-5.54%
-$465.88
First Solar, Inc. logo
FSLR First Solar, Inc.
-5.48%
-$3,776.08
VanEck Digital Transformation ETF logo
DAPP VanEck Digital Transformation ETF
-5.24%
-$1,508.35
Esgen Acquisition Corp. logo
ZEO Esgen Acquisition Corp.
-5.16%
-$48.34
Oracle Corporation logo
ORCL Oracle Corporation
-4.99%
-$14,898.96
Clover Health Investments, Corp. logo
CLOV Clover Health Investments, Corp.
-4.81%
-$101.7
Byrna Technologies Inc. logo
BYRN Byrna Technologies Inc.
-4.76%
-$34
Broadcom Inc. logo
AVGO Broadcom Inc.
-4.7%
-$9,625.2
SPDR S&P Kensho Clean Power ETF logo
CNRG SPDR S&P Kensho Clean Power ETF
-4.69%
-$679.54
Caterpillar Inc. logo
CAT Caterpillar Inc.
-4.36%
-$996.5
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-4.19%
-$1,908.48
Elevance Health, Inc. logo
ELV Elevance Health, Inc.
-4.08%
-$3,421.72
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
-4.08%
-$52,976.04
Qnity Electronics Inc. logo
Q Qnity Electronics Inc.
-3.98%
-$279.25
Alphabet Inc logo
GOOGL Alphabet Inc
-3.87%
-$100,146.71
iShares Silver Trust logo
SLV iShares Silver Trust
-3.82%
-$540.64
Alphabet Inc logo
GOOG Alphabet Inc
-3.8%
-$5,026.56
Texas Instruments Inc logo
TXN Texas Instruments Inc
-3.75%
-$1,108.38
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
-3.73%
-$10.61
Keysight Technologies, Inc. logo
KEYS Keysight Technologies, Inc.
-3.57%
-$1,127.98
ARK Innovation ETF Fund logo
ARKK ARK Innovation ETF Fund
-3.54%
-$76,734.09
Sharplink Gaming Inc. logo
SBET Sharplink Gaming Inc.
-3.45%
-$312.27
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-3.44%
-$3,807.58
GE Vernova Inc. logo
GEV GE Vernova Inc.
-3.37%
-$71.01
Compass Minerals International Inc. logo
CMP Compass Minerals International Inc.
-3.13%
-$53.58
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
-2.93%
-$3,480.8
Invesco S&P 500 High Beta ETF logo
SPHB Invesco S&P 500 High Beta ETF
-2.89%
-$75,874.8
First Trust NASDAQ-100 Technology Index Fund logo
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.71%
-$7,339.35
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
-2.6%
-$326.25
iShares Ethereum Trust logo
ETHA iShares Ethereum Trust
-2.58%
-$34,359
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-2.58%
-$1,687.68
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-2.57%
-$54.7
Grab Holdings Limited logo
GRAB Grab Holdings Limited
-2.49%
-$950
Ethan Allen Interiors Inc logo
ETH Ethan Allen Interiors Inc
-2.48%
-$92.36
First Trust Technology AlphaDEX Fund logo
FXL First Trust Technology AlphaDEX Fund
-2.42%
-$4,998.19
Grayscale Ethereum Trust ETF logo
ETHE Grayscale Ethereum Trust ETF
-2.42%
-$803.62
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-2.41%
-$17.52
Strategy Inc. logo
MSTR Strategy Inc.
-2.32%
-$9,618.56
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-2.12%
-$439.4
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-2.03%
-$1,535.76
JPMorgan International Growth ETF logo
JIG JPMorgan International Growth ETF
-2.03%
-$42,135.67
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.98%
-$3,136
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.95%
-$1,417.65
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-1.92%
-$8,030.3
SPDR Gold MiniShares Trust logo
GLDM SPDR Gold MiniShares Trust
-1.89%
-$1,010.8
Affirm Holdings, Inc. logo
AFRM Affirm Holdings, Inc.
-1.75%
-$121.55
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$8,746.49
Nuveen ESG Large-Cap Growth ETF logo
NULG Nuveen ESG Large-Cap Growth ETF
-1.64%
-$11,062.17
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.64%
-$466,722.55
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
-1.56%
-$546.48
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-1.55%
-$2,134.76
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
-1.55%
-$3,992.52
Bumble Inc. logo
BMBL Bumble Inc.
-1.45%
-$1.4
iShares MSCI New Zealand ETF logo
ENZL iShares MSCI New Zealand ETF
-1.44%
-$785.91
Patterson-UTI Energy Inc. logo
PTEN Patterson-UTI Energy Inc.
-1.37%
-$54
Bitmine Immersion Technologies, Inc. logo
BMNR Bitmine Immersion Technologies, Inc.
-1.36%
-$866.66
ICON plc logo
ICLR ICON plc
-1.31%
-$672.75
RTX Corporation logo
RTX RTX Corporation
-1.31%
-$1,523.2
Fidelity Nasdaq Composite Index Fund logo
ONEQ Fidelity Nasdaq Composite Index Fund
-1.3%
-$201.75
eBay Inc. logo
EBAY eBay Inc.
-1.26%
-$310.65
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
-1.26%
-$60,867.3
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-1.22%
-$15,262.65
Boeing Company logo
BA Boeing Company
-1.2%
-$130.75
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$159.04
Tekla Healthcare Investors logo
HQH Tekla Healthcare Investors
-1.19%
-$67
Grayscale Bitcoin Mini Trust ETF logo
BTC Grayscale Bitcoin Mini Trust ETF
-1.17%
-$292.45
First Trust Dow Jones Internet Index Fund logo
FDN First Trust Dow Jones Internet Index Fund
-1.16%
-$1,402.87
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-1.15%
-$192,286.33
Grayscale Bitcoin Trust ETF logo
GBTC Grayscale Bitcoin Trust ETF
-1.13%
-$2,567.28
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
-1.05%
-$46.95
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
-1.04%
-$2,973.18
BlackRock, Inc. logo
BLK BlackRock, Inc.
-1.02%
-$77.77
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.99%
-$9,157.1
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.99%
-$1,350.9
Carvana Co. logo
CVNA Carvana Co.
-0.95%
-$164.15
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-0.92%
-$265
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.85%
-$123.9
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$571.55
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
-0.82%
-$0.9
Qorvo Inc. logo
QRVO Qorvo Inc.
-0.7%
-$157.37
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
-0.69%
-$934.56
Datadog, Inc. Class A Common Stock logo
DDOG Datadog, Inc. Class A Common Stock
-0.67%
-$295.59
SPDR S&P 400 Mid Cap Growth ETF logo
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.67%
-$53.28
Principal U.S. Mega-Cap ETF logo
USMC Principal U.S. Mega-Cap ETF
-0.66%
-$206.41
Dimensional U.S. Equity Market ETF logo
DFUS Dimensional U.S. Equity Market ETF
-0.65%
-$245.03
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.64%
-$4,911.22
Xtrackers S&P 500 ESG ETF logo
SNPE Xtrackers S&P 500 ESG ETF
-0.62%
-$1,911.22
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.6%
-$1,028.25
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.6%
-$373.5
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$92,177.6
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$2,083.21
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
-0.5%
-$579.69
SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.5%
-$132,354.88
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
-0.5%
-$1.8
Nuveen ESG Mid-Cap Growth ETF logo
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.45%
-$641.24
Global X U.S. Preferred ETF logo
PFFD Global X U.S. Preferred ETF
-0.4%
-$203.4
Yum! Brands, Inc. logo
YUM Yum! Brands, Inc.
-0.37%
-$47.6
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
-0.34%
-$1.17
PG&E Corporation logo
PCG PG&E Corporation
-0.29%
-$67.25
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.26%
-$191.01
VanEck Green Bond ETF logo
GRNB VanEck Green Bond ETF
-0.25%
-$558.51
Invesco California AMT-Free Municipal Bond ETF logo
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.25%
-$45.24
Airbnb, Inc. logo
ABNB Airbnb, Inc.
-0.24%
-$98.28
Franklin Dynamic Municipal Bond ETF logo
FLMI Franklin Dynamic Municipal Bond ETF
-0.24%
-$4,680.78
iShares MSCI Canada ETF logo
EWC iShares MSCI Canada ETF
-0.23%
-$172.62
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
-0.21%
-$244.48
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-0.2%
-$246.33
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
-0.19%
-$292.31
SPDR S&P 600 Small Cap Growth ETF logo
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.15%
-$1,503.18
Hartford Municipal Opportunities ETF logo
HMOP Hartford Municipal Opportunities ETF
-0.15%
-$40.07
Bank of America Corporation logo
BAC Bank of America Corporation
-0.14%
-$37.23
Science Applications International Corporation Common Stock logo
SAIC Science Applications International Corporation Common Stock
-0.13%
-$644.09
SPDR Portfolio Mortgage Backed Bond ETF logo
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.09%
-$5,332.56
SPDR Portfolio Intermediate Term Treasury ETF logo
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.04%
-$2,657.08
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$5.11
SPDR Portfolio Intermediate Term Corporate Bond ETF logo
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$1,039.52
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-0.02%
-$6.67
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$0.02
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Dividends

Dividend Analysis

Yearly
$
Trades
808
Longs Won
382/808 47%
Profit Factor
3.71
Profitability
Shorts Won
0/0 0%
Standard Deviation
$451,768.89
Average Win
$143,415.3
Best Trade
(Jul 13) $5.23M
Sharpe Ratio
-12.82
Average Loss
-$34,632.2
Worst Trade
(Mar 31) -$5.87M
Z-Score
-6.73 (100%)
Commissions
$0
Avg. Trade Length
4m 4w 1d
Expectancy
$49,487.32
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 7,353 6,618 5,882 5,147 4,412 3,676 2,941 2,206 1,471 735
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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No Data
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Account USV